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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 | $435,853 | $77,908+459.4% | $149,696+191.2% | $75,173+479.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.42% | 31.73%-16.3pp | 134.46%-119.0pp | 160.72%-145.3pp |
| Employer contribution / active EE | $19,706 | $3,138+528.0% | $4,821+308.8% | $2,671+637.8% |
| Participant deferral / active EE | $11,189 | $3,411+228.0% | $5,682+96.9% | $4,126+171.2% |
| Admin fee / account holder | $1,223 | $5,950-79.4% | $13,212-90.7% | $5,651-78.4% |