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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 | $429,405 | $70,366+510.2% | $66,674+544.0% | $138,895+209.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.12% | 386.41%-371.3pp | 321.24%-306.1pp | 145.39%-130.3pp |
| Employer contribution / active EE | $22,406 | $2,765+710.3% | $2,620+755.1% | $4,194+434.2% |
| Participant deferral / active EE | $21,102 | $4,374+382.4% | $4,084+416.7% | $6,396+229.9% |
| Admin fee / account holder | $2,868 | $5,262-45.5% | $5,098-43.8% | $12,562-77.2% |