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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 | $481,534 | $89,370+438.8% | $141,197+241.0% | $72,976+559.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.80% | 111.88%-89.1pp | 71.41%-48.6pp | 81.02%-58.2pp |
| Employer contribution / active EE | $16,469 | $3,115+428.7% | $4,736+247.7% | $2,440+575.0% |
| Participant deferral / active EE | $7,853 | $5,419+44.9% | $6,710+17.0% | $3,608+117.7% |
| Admin fee / account holder | $5,169 | $5,957-13.2% | $10,265-49.6% | $5,124+0.9% |