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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 | $316,450 | $110,379+186.7% | $102,412+209.0% | $145,884+116.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.32% | 24.84%-8.5pp | 24.94%-8.6pp | 551.85%-535.5pp |
| Employer contribution / active EE | $13,249 | $4,216+214.2% | $3,870+242.4% | $4,662+184.2% |
| Participant deferral / active EE | $11,369 | $5,622+102.2% | $5,060+124.7% | $6,690+70.0% |
| Admin fee / account holder | $23,700 | $9,745+143.2% | $8,388+182.6% | $13,392+77.0% |