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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 | $486,643 | $77,908+524.6% | $149,696+225.1% | $75,173+547.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.28% | 31.73%-13.4pp | 134.46%-116.2pp | 160.72%-142.4pp |
| Employer contribution / active EE | $34,454 | $3,138+998.0% | $4,821+614.7% | $2,671+1190.0% |
| Participant deferral / active EE | $9,897 | $3,411+190.2% | $5,682+74.2% | $4,126+139.9% |
| Admin fee / account holder | $1,251 | $5,950-79.0% | $13,212-90.5% | $5,651-77.9% |