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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 | $286,969 | $70,366+307.8% | $66,674+330.4% | $138,895+106.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.09% | 386.41%-371.3pp | 321.24%-306.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $11,335 | $2,765+309.9% | $2,620+332.6% | $4,194+170.3% |
| Participant deferral / active EE | $6,240 | $4,374+42.7% | $4,084+52.8% | $6,396-2.4% |
| Admin fee / account holder | $4,335 | $5,262-17.6% | $5,098-15.0% | $12,562-65.5% |