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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $409,200 | $106,280+285.0% | $96,538+323.9% | $139,487+193.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.00% | 38.48%-23.5pp | 35.74%-20.7pp | 373.84%-358.8pp |
| Employer contribution / active EE | $22,787 | $4,107+454.8% | $3,740+509.2% | $4,755+379.3% |
| Participant deferral / active EE | $14,670 | $5,457+168.8% | $4,880+200.6% | $6,713+118.5% |
| Admin fee / account holder | $842 | $7,888-89.3% | $6,737-87.5% | $11,407-92.6% |