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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 | $438,370 | $76,551+472.7% | $123,894+253.8% | $62,881+597.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.08% | 18.68%-11.6pp | 47.52%-40.4pp | 20.14%-13.1pp |
| Employer contribution / active EE | $16,867 | $2,882+485.2% | $4,617+265.3% | $2,281+639.5% |
| Participant deferral / active EE | $10,150 | $4,840+109.7% | $5,984+69.6% | $3,203+216.9% |
| Admin fee / account holder | $69,932 | $4,826+1349.1% | $8,357+736.8% | $4,296+1527.9% |