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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 | $476,216 | $110,240+332.0% | $96,544+393.3% | $139,487+241.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.02% | 26.41%-10.4pp | 25.88%-9.9pp | 373.84%-357.8pp |
| Employer contribution / active EE | $30,667 | $3,622+746.6% | $2,966+933.8% | $4,755+545.0% |
| Participant deferral / active EE | $9,600 | $5,549+73.0% | $4,851+97.9% | $6,713+43.0% |
| Admin fee / account holder | $59,920 | $11,602+416.4% | $8,254+625.9% | $11,407+425.3% |