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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 | $415,119 | $154,193+169.2% | $130,045+219.2% | $139,466+197.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.36% | 32.51%-17.2pp | -137.30%+152.7pp | 373.66%-358.3pp |
| Employer contribution / active EE | $10,580 | $5,292+99.9% | $4,321+144.8% | $4,754+122.5% |
| Participant deferral / active EE | $23,807 | $6,709+254.9% | $5,820+309.1% | $6,712+254.7% |
| Admin fee / account holder | $1,919 | $13,989-86.3% | $10,600-81.9% | $11,409-83.2% |