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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 | $433,476 | $90,509+378.9% | $78,693+450.8% | $273,968+58.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.56% | 75.61%-68.1pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $3,775 | $3,175+18.9% | $2,850+32.5% | $4,869-22.5% |
| Participant deferral / active EE | $18,000 | $3,901+361.4% | $3,517+411.8% | $5,287+240.5% |
| Admin fee / account holder | $302 | $5,264-94.3% | $4,511-93.3% | $10,132-97.0% |