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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 | $379,141 | $84,236+350.1% | $170,435+122.5% | $70,126+440.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.74% | 23.06%-4.3pp | 205.94%-187.2pp | 73.15%-54.4pp |
| Employer contribution / active EE | $23,698 | $3,387+599.6% | $5,432+336.2% | $2,343+911.6% |
| Participant deferral / active EE | $5,219 | $3,086+69.1% | $4,939+5.7% | $3,332+56.6% |
| Admin fee / account holder | $10,563 | $5,698+85.4% | $13,881-23.9% | $4,645+127.4% |