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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 | $451,772 | $95,601+372.6% | $77,183+485.3% | $139,456+224.0% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.68% | 54.96%-37.3pp | 37.89%-20.2pp | 373.45%-355.8pp |
| Employer contribution / active EE | $15,385 | $3,145+389.2% | $2,534+507.2% | $4,753+223.7% |
| Participant deferral / active EE | $1,828 | $4,623-60.4% | $3,833-52.3% | $6,711-72.8% |
| Admin fee / account holder | $4,772 | $8,302-42.5% | $5,475-12.8% | $11,407-58.2% |