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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 | $416,590 | $91,198+356.8% | $178,503+133.4% | $79,856+421.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.70% | 24.20%-12.5pp | 151.12%-139.4pp | 31.71%-20.0pp |
| Employer contribution / active EE | $13,246 | $3,257+306.7% | $5,011+164.3% | $2,471+436.0% |
| Participant deferral / active EE | $8,885 | $3,237+174.5% | $5,202+70.8% | $3,741+137.5% |
| Admin fee / account holder | $1,615 | $6,748-76.1% | $13,987-88.5% | $5,306-69.6% |