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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 | $464,315 | $84,233+451.2% | $170,436+172.4% | $70,131+562.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.15% | 23.06%-5.9pp | 205.94%-188.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $18,576 | $3,387+448.5% | $5,433+241.9% | $2,342+693.0% |
| Participant deferral / active EE | $6,899 | $3,086+123.6% | $4,939+39.7% | $3,332+107.1% |
| Admin fee / account holder | $4,673 | $5,698-18.0% | $13,880-66.3% | $4,645+0.6% |