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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 | $415,991 | $100,262+314.9% | $81,370+411.2% | $145,897+185.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.50% | 34.52%-16.0pp | 24.85%-6.4pp | 552.29%-533.8pp |
| Employer contribution / active EE | $7,791 | $2,979+161.6% | $2,464+216.2% | $4,663+67.1% |
| Participant deferral / active EE | $7,675 | $4,612+66.4% | $3,885+97.5% | $6,689+14.7% |
| Admin fee / account holder | $2,010 | $8,163-75.4% | $5,749-65.0% | $13,390-85.0% |