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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 | $405,313 | $77,908+420.2% | $149,696+170.8% | $75,173+439.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 24.64% | 31.73%-7.1pp | 134.46%-109.8pp | 160.72%-136.1pp |
| Employer contribution / active EE | $20,845 | $3,138+564.3% | $4,821+332.4% | $2,671+680.4% |
| Participant deferral / active EE | $15,846 | $3,411+364.6% | $5,682+178.9% | $4,126+284.0% |
| Admin fee / account holder | $933 | $5,950-84.3% | $13,212-92.9% | $5,651-83.5% |