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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 | $250,900 | $98,240+155.4% | $82,312+204.8% | $147,586+70.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 27.19% | 30.85%-3.7pp | 25.88%+1.3pp | 578.59%-551.4pp |
| Employer contribution / active EE | $10,301 | $3,192+222.7% | $2,428+324.2% | $4,876+111.2% |
| Participant deferral / active EE | $10,144 | $4,383+131.4% | $3,706+173.7% | $5,439+86.5% |
| Admin fee / account holder | $1,222 | $8,563-85.7% | $5,608-78.2% | $10,886-88.8% |