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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 | $355,903 | $227,597+56.4% | $189,575+87.7% | $167,536+112.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.85% | 78.44%-60.6pp | 64.19%-46.3pp | 478.82%-461.0pp |
| Employer contribution / active EE | $42,517 | $5,316+699.8% | $4,412+863.7% | $4,839+778.6% |
| Participant deferral / active EE | $19,491 | $7,002+178.4% | $6,174+215.7% | $6,342+207.3% |
| Admin fee / account holder | $531 | $11,877-95.5% | $9,806-94.6% | $12,315-95.7% |