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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 | $460,490 | $81,331+466.2% | $155,534+196.1% | $80,935+469.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.30% | 33.37%-18.1pp | 64.92%-49.6pp | 35.66%-20.4pp |
| Employer contribution / active EE | $29,026 | $3,105+834.9% | $4,675+520.9% | $2,757+952.9% |
| Participant deferral / active EE | $16,083 | $3,454+365.6% | $5,630+185.7% | $4,299+274.1% |
| Admin fee / account holder | $45,384 | $7,999+467.4% | $15,900+185.4% | $6,924+555.4% |