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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 | $269,982 | $110,410+144.5% | $102,437+163.6% | $145,897+85.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.80% | 24.85%-14.0pp | 24.95%-14.1pp | 552.29%-541.5pp |
| Employer contribution / active EE | $14,229 | $4,217+237.4% | $3,871+267.6% | $4,663+205.2% |
| Participant deferral / active EE | $15,000 | $5,622+166.8% | $5,060+196.4% | $6,689+124.2% |
| Admin fee / account holder | $1,440 | $9,745-85.2% | $8,388-82.8% | $13,390-89.2% |