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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 | $342,705 | $110,337+210.6% | $102,383+234.7% | $145,877+134.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.55% | 24.83%-2.3pp | 24.94%-2.4pp | 551.28%-528.7pp |
| Employer contribution / active EE | $16,596 | $4,216+293.6% | $3,870+328.8% | $4,663+255.9% |
| Participant deferral / active EE | $5,705 | $5,621+1.5% | $5,060+12.8% | $6,691-14.7% |
| Admin fee / account holder | $6,667 | $9,750-31.6% | $8,391-20.5% | $13,402-50.3% |