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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 | $445,879 | $106,280+319.5% | $96,538+361.9% | $139,487+219.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.23% | 38.48%-22.2pp | 35.74%-19.5pp | 373.84%-357.6pp |
| Employer contribution / active EE | $32,749 | $4,107+697.4% | $3,740+775.6% | $4,755+588.8% |
| Participant deferral / active EE | $17,004 | $5,457+211.6% | $4,880+248.4% | $6,713+153.3% |
| Admin fee / account holder | $123,856 | $7,888+1470.2% | $6,737+1738.4% | $11,407+985.8% |