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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 | $418,905 | $51,638+711.2% | $68,368+512.7% | $82,448+408.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 17.12% | 37.53%-20.4pp | 292.57%-275.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $31,978 | $2,047+1462.5% | $2,649+1107.2% | $2,551+1153.6% |
| Participant deferral / active EE | $4,873 | $2,914+67.3% | $4,123+18.2% | $4,139+17.7% |
| Admin fee / account holder | $6,061 | $4,643+30.5% | $5,150+17.7% | $7,234-16.2% |