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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 | $100,279+314.8% | $81,353+411.3% | $145,884+185.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.50% | 34.49%-16.0pp | 24.82%-6.3pp | 551.85%-533.4pp |
| Employer contribution / active EE | $7,791 | $2,979+161.5% | $2,464+216.2% | $4,662+67.1% |
| Participant deferral / active EE | $7,675 | $4,611+66.4% | $3,885+97.6% | $6,690+14.7% |
| Admin fee / account holder | $2,010 | $8,206-75.5% | $5,766-65.1% | $13,392-85.0% |