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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 | $467,701 | $166,242+181.3% | $165,071+183.3% | $145,884+220.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.02% | 100.44%-85.4pp | 70.17%-55.1pp | 551.85%-536.8pp |
| Employer contribution / active EE | $15,397 | $5,283+191.4% | $4,347+254.2% | $4,662+230.2% |
| Participant deferral / active EE | $4,690 | $6,964-32.7% | $6,035-22.3% | $6,690-29.9% |
| Admin fee / account holder | $778 | $16,658-95.3% | $12,695-93.9% | $13,392-94.2% |