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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 | $396,146 | $78,690+403.4% | $161,489+145.3% | $87,485+352.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 16.79% | 32.74%-16.0pp | 89.72%-72.9pp | 26.06%-9.3pp |
| Employer contribution / active EE | $25,577 | $2,588+888.2% | $4,268+499.2% | $2,596+885.2% |
| Participant deferral / active EE | $3,502 | $3,311+5.8% | $5,630-37.8% | $4,274-18.1% |
| Admin fee / account holder | $14,045 | $6,724+108.9% | $16,006-12.3% | $7,775+80.6% |