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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 | $443,002 | $123,155+259.7% | $108,753+307.3% | $155,188+185.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 20.37% | 44.73%-24.4pp | 37.47%-17.1pp | 148.84%-128.5pp |
| Employer contribution / active EE | $17,612 | $2,811+526.5% | $2,427+625.8% | $4,248+314.6% |
| Participant deferral / active EE | $14,554 | $4,623+214.8% | $4,115+253.7% | $6,531+122.8% |
| Admin fee / account holder | $1,895 | $12,126-84.4% | $10,320-81.6% | $14,480-86.9% |