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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 | $503,837 | $112,729+346.9% | $98,716+410.4% | $137,256+267.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.27% | 38.48%-24.2pp | 31.81%-17.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $17,680 | $2,725+548.8% | $2,279+675.9% | $4,156+325.4% |
| Participant deferral / active EE | $20,333 | $4,640+338.2% | $4,048+402.3% | $6,407+217.4% |
| Admin fee / account holder | $4,335 | $10,129-57.2% | $8,703-50.2% | $12,270-64.7% |