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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 | $132,099+235.8% | $115,599+283.7% | $138,895+219.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 14.14% | 176.76%-162.6pp | 111.10%-97.0pp | 145.39%-131.3pp |
| Employer contribution / active EE | $22,766 | $3,416+566.4% | $2,955+670.3% | $4,194+442.8% |
| Participant deferral / active EE | $14,561 | $5,617+159.2% | $4,889+197.8% | $6,396+127.7% |
| Admin fee / account holder | $1,318 | $15,650-91.6% | $12,841-89.7% | $12,562-89.5% |