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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 | $379,410 | $141,004+169.1% | $112,273+237.9% | $139,466+172.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.01% | 32.75%-14.7pp | 30.23%-12.2pp | 373.66%-355.7pp |
| Employer contribution / active EE | $18,423 | $4,285+329.9% | $3,431+436.9% | $4,754+287.5% |
| Participant deferral / active EE | $6,402 | $5,878+8.9% | $4,800+33.4% | $6,712-4.6% |
| Admin fee / account holder | $1,633 | $9,959-83.6% | $7,752-78.9% | $11,409-85.7% |