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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 | $603,302 | $161,352+273.9% | $134,172+349.6% | $137,256+339.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 13.36% | 28.72%-15.4pp | 25.30%-11.9pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,920 | $4,099-53.2% | $3,420-43.9% | $4,156-53.8% |
| Participant deferral / active EE | $9,708 | $5,552+74.9% | $4,690+107.0% | $6,407+51.5% |
| Admin fee / account holder | $30,452 | $15,028+102.6% | $12,016+153.4% | $12,270+148.2% |