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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 | $475,147 | $228,352+108.1% | $185,835+155.7% | $158,966+198.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.90% | 40.81%-28.9pp | 35.96%-24.1pp | 302.95%-291.0pp |
| Employer contribution / active EE | $44,000 | $4,967+785.9% | $4,087+976.5% | $4,762+823.9% |
| Participant deferral / active EE | $19,500 | $6,416+203.9% | $5,633+246.2% | $5,983+225.9% |
| Admin fee / account holder | $2,749 | $11,867-76.8% | $9,502-71.1% | $11,250-75.6% |