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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 | $390,722 | $84,236+363.8% | $170,439+129.2% | $70,124+457.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 22.11% | 23.06%-1.0pp | 205.94%-183.8pp | 73.14%-51.0pp |
| Employer contribution / active EE | $28,446 | $3,387+739.8% | $5,433+423.6% | $2,342+1114.3% |
| Participant deferral / active EE | $16,318 | $3,086+428.8% | $4,939+230.4% | $3,332+389.8% |
| Admin fee / account holder | $5,589 | $5,698-1.9% | $13,881-59.7% | $4,645+20.3% |