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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 | $478,952 | $89,259+436.6% | $107,187+346.8% | $82,637+479.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.56% | 21.02%-4.5pp | 204.55%-188.0pp | 53.51%-36.9pp |
| Employer contribution / active EE | $15,923 | $3,080+417.0% | $3,782+321.0% | $2,552+523.9% |
| Participant deferral / active EE | $8,892 | $4,037+120.2% | $5,096+74.5% | $4,126+115.5% |
| Admin fee / account holder | $6,117 | $7,381-17.1% | $9,162-33.2% | $7,339-16.7% |