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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 | $455,331 | $93,617+386.4% | $135,982+234.8% | $75,177+505.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.47% | 30.89%-14.4pp | 68.32%-51.9pp | 160.75%-144.3pp |
| Employer contribution / active EE | $28,409 | $3,538+702.9% | $4,859+484.7% | $2,671+963.6% |
| Participant deferral / active EE | $13,377 | $6,406+108.8% | $7,760+72.4% | $4,126+224.2% |
| Admin fee / account holder | $114,267 | $6,980+1537.2% | $10,767+961.2% | $5,651+1921.9% |