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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 | $378,139 | $132,099+186.3% | $115,599+227.1% | $138,895+172.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 16.79% | 176.76%-160.0pp | 111.10%-94.3pp | 145.39%-128.6pp |
| Employer contribution / active EE | $13,191 | $3,416+286.2% | $2,955+346.3% | $4,194+214.5% |
| Participant deferral / active EE | $13,638 | $5,617+142.8% | $4,889+178.9% | $6,396+113.2% |
| Admin fee / account holder | $2,352 | $15,650-85.0% | $12,841-81.7% | $12,562-81.3% |