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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 | $397,769 | $93,617+324.9% | $135,982+192.5% | $75,177+429.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 36.60% | 30.89%+5.7pp | 68.32%-31.7pp | 160.75%-124.2pp |
| Employer contribution / active EE | $17,011 | $3,538+380.8% | $4,859+250.1% | $2,671+536.9% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $429 | $6,980-93.9% | $10,767-96.0% | $5,651-92.4% |