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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 | $406,049 | $101,618+299.6% | $93,063+336.3% | $137,256+195.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.75% | 223.95%-203.2pp | 34.15%-13.4pp | 220.34%-199.6pp |
| Employer contribution / active EE | $18,967 | $2,707+600.6% | $2,476+666.0% | $4,156+356.4% |
| Participant deferral / active EE | $13,507 | $4,279+215.6% | $3,958+241.2% | $6,407+110.8% |
| Admin fee / account holder | $2,815 | $6,198-54.6% | $6,033-53.3% | $12,270-77.1% |