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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 | $420,520 | $69,274+507.0% | $64,097+556.1% | $139,487+201.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.84% | 46.00%-28.2pp | 33.75%-15.9pp | 373.84%-356.0pp |
| Employer contribution / active EE | $8,003 | $3,187+151.1% | $2,750+191.0% | $4,755+68.3% |
| Participant deferral / active EE | $10,950 | $4,685+133.7% | $3,881+182.1% | $6,713+63.1% |
| Admin fee / account holder | $3,433 | $4,247-19.2% | $3,070+11.8% | $11,407-69.9% |