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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 | $452,170 | $106,267+325.5% | $96,520+368.5% | $139,456+224.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.34% | 38.45%-22.1pp | 35.72%-19.4pp | 373.45%-357.1pp |
| Employer contribution / active EE | $29,695 | $4,105+623.4% | $3,739+694.3% | $4,753+524.8% |
| Participant deferral / active EE | $23,250 | $5,454+326.3% | $4,879+376.6% | $6,711+246.4% |
| Admin fee / account holder | $9,333 | $7,882+18.4% | $6,733+38.6% | $11,407-18.2% |