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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 | $392,556 | $77,638+405.6% | $156,551+150.8% | $62,881+524.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.89% | 50.33%-40.4pp | 32.23%-22.3pp | 20.14%-10.2pp |
| Employer contribution / active EE | $29,553 | $3,444+758.1% | $5,501+437.2% | $2,281+1195.7% |
| Participant deferral / active EE | $12,525 | $3,046+311.3% | $4,871+157.1% | $3,203+291.1% |
| Admin fee / account holder | $4,892 | $5,561-12.0% | $13,028-62.5% | $4,296+13.9% |