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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 | $300,639 | $72,071+317.1% | $68,368+339.7% | $137,256+119.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.74% | 353.14%-331.4pp | 292.57%-270.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $13,122 | $2,788+370.7% | $2,649+395.4% | $4,156+215.7% |
| Participant deferral / active EE | $8,479 | $4,410+92.3% | $4,123+105.7% | $6,407+32.3% |
| Admin fee / account holder | $1,429 | $5,336-73.2% | $5,150-72.3% | $12,270-88.4% |