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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 | $454,918 | $93,617+385.9% | $135,982+234.5% | $75,177+505.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 41.65% | 30.89%+10.8pp | 68.32%-26.7pp | 160.75%-119.1pp |
| Employer contribution / active EE | $22,626 | $3,538+539.5% | $4,859+365.7% | $2,671+747.1% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $523 | $6,980-92.5% | $10,767-95.1% | $5,651-90.7% |