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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 | $384,431 | $86,298+345.5% | $111,308+245.4% | $85,847+347.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.33% | 19.99%-7.7pp | 54.67%-42.3pp | 318.61%-306.3pp |
| Employer contribution / active EE | $11,211 | $2,044+448.6% | $2,732+310.4% | $2,565+337.0% |
| Participant deferral / active EE | $3,666 | $3,641+0.7% | $4,487-18.3% | $3,952-7.2% |
| Admin fee / account holder | $7,359 | $8,189-10.1% | $7,965-7.6% | $6,261+17.5% |