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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 | $418,451 | $117,846+255.1% | $102,434+308.5% | $145,884+186.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.89% | 31.90%-20.0pp | 29.46%-17.6pp | 551.85%-540.0pp |
| Employer contribution / active EE | $24,908 | $3,615+589.1% | $3,023+723.9% | $4,662+434.2% |
| Participant deferral / active EE | $31,807 | $5,733+454.8% | $5,055+529.2% | $6,690+375.5% |
| Admin fee / account holder | $7,840 | $13,356-41.3% | $9,462-17.1% | $13,392-41.5% |