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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 | $493,400 | $105,856+366.1% | $90,161+447.2% | $147,585+234.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.77% | 37.63%-22.9pp | 34.89%-20.1pp | 578.58%-563.8pp |
| Employer contribution / active EE | $17,069 | $4,126+313.7% | $3,318+414.4% | $4,876+250.0% |
| Participant deferral / active EE | $5,516 | $5,733-3.8% | $5,287+4.3% | $5,439+1.4% |
| Admin fee / account holder | $2,424 | $8,046-69.9% | $5,943-59.2% | $10,886-77.7% |