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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 | $385,615 | $72,071+435.0% | $68,368+464.0% | $137,256+180.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.93% | 353.14%-338.2pp | 292.57%-277.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $8,664 | $2,788+210.8% | $2,649+227.1% | $4,156+108.5% |
| Participant deferral / active EE | $16,212 | $4,410+267.6% | $4,123+293.2% | $6,407+153.0% |
| Admin fee / account holder | $1,144 | $5,336-78.6% | $5,150-77.8% | $12,270-90.7% |