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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 | $510,930 | $106,280+380.7% | $96,538+429.3% | $139,487+266.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.85% | 38.48%-18.6pp | 35.74%-15.9pp | 373.84%-354.0pp |
| Employer contribution / active EE | $38,362 | $4,107+834.0% | $3,740+925.6% | $4,755+706.8% |
| Participant deferral / active EE | $6,817 | $5,457+24.9% | $4,880+39.7% | $6,713+1.6% |
| Admin fee / account holder | $962 | $7,888-87.8% | $6,737-85.7% | $11,407-91.6% |