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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 | $272,331 | $78,682+246.1% | $109,188+149.4% | $85,851+217.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.06% | 25.09%-13.0pp | 25.76%-13.7pp | 318.63%-306.6pp |
| Employer contribution / active EE | $14,036 | $2,734+413.4% | $3,723+277.0% | $2,565+447.1% |
| Participant deferral / active EE | $2,348 | $3,468-32.3% | $4,654-49.5% | $3,952-40.6% |
| Admin fee / account holder | $6,215 | $5,470+13.6% | $6,755-8.0% | $6,261-0.7% |