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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 | $321,303 | $81,276+295.3% | $155,574+106.5% | $80,925+297.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.63% | 33.36%-16.7pp | 64.87%-48.2pp | 35.65%-19.0pp |
| Employer contribution / active EE | $24,891 | $3,103+702.2% | $4,676+432.3% | $2,756+803.1% |
| Participant deferral / active EE | $13,950 | $3,453+304.0% | $5,629+147.8% | $4,299+224.5% |
| Admin fee / account holder | $1,579 | $7,993-80.3% | $15,914-90.1% | $6,940-77.3% |