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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 | $314,321 | $77,920+303.4% | $149,723+109.9% | $75,177+318.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 27.76% | 31.72%-4.0pp | 134.50%-106.7pp | 160.75%-133.0pp |
| Employer contribution / active EE | $19,815 | $3,138+531.4% | $4,821+311.0% | $2,671+641.8% |
| Participant deferral / active EE | $15,187 | $3,411+345.2% | $5,682+167.3% | $4,126+268.0% |
| Admin fee / account holder | $644 | $5,951-89.2% | $13,215-95.1% | $5,651-88.6% |