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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 | $435,650 | $76,551+469.1% | $123,894+251.6% | $62,881+592.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.49% | 18.68%-12.2pp | 47.52%-41.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $15,274 | $2,882+429.9% | $4,617+230.8% | $2,281+569.6% |
| Participant deferral / active EE | $11,980 | $4,840+147.5% | $5,984+100.2% | $3,203+274.0% |
| Admin fee / account holder | $928 | $4,826-80.8% | $8,357-88.9% | $4,296-78.4% |