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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 | $423,868 | $68,681+517.2% | $86,625+389.3% | $85,851+393.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 17.98% | 20.12%-2.1pp | 63.52%-45.5pp | 318.63%-300.7pp |
| Employer contribution / active EE | $15,176 | $1,880+707.1% | $2,496+508.1% | $2,565+491.6% |
| Participant deferral / active EE | $16,423 | $2,919+462.6% | $3,700+343.9% | $3,952+315.5% |
| Admin fee / account holder | $29,832 | $5,974+399.3% | $5,830+411.7% | $6,261+376.5% |