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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 | $470,870 | $77,164+510.2% | $178,014+164.5% | $80,874+482.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 13.82% | 18.09%-4.3pp | 294.80%-281.0pp | 35.62%-21.8pp |
| Employer contribution / active EE | $16,940 | $2,288+640.5% | $3,950+328.9% | $2,756+514.7% |
| Participant deferral / active EE | $12,439 | $4,408+182.2% | $6,276+98.2% | $4,297+189.5% |
| Admin fee / account holder | $6,564 | $7,164-8.4% | $10,362-36.6% | $6,935-5.3% |