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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 | $411,550 | $81,331+406.0% | $155,534+164.6% | $80,935+408.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.24% | 33.37%-15.1pp | 64.92%-46.7pp | 35.66%-17.4pp |
| Employer contribution / active EE | $20,135 | $3,105+548.5% | $4,675+330.7% | $2,757+630.4% |
| Participant deferral / active EE | $17,912 | $3,454+418.5% | $5,630+218.1% | $4,299+316.6% |
| Admin fee / account holder | $2,668 | $7,999-66.7% | $15,900-83.2% | $6,924-61.5% |