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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 | $443,577 | $132,634+234.4% | $115,768+283.2% | $137,256+223.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.14% | 160.70%-146.6pp | 100.46%-86.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $22,766 | $3,360+577.6% | $2,940+674.4% | $4,156+447.8% |
| Participant deferral / active EE | $14,561 | $5,619+159.2% | $4,917+196.2% | $6,407+127.3% |
| Admin fee / account holder | $1,318 | $15,028-91.2% | $12,439-89.4% | $12,270-89.3% |