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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 | $346,982 | $117,895+194.3% | $102,460+238.7% | $145,897+137.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.62% | 31.92%-22.3pp | 29.47%-19.8pp | 552.29%-542.7pp |
| Employer contribution / active EE | $26,912 | $3,619+643.6% | $3,025+789.6% | $4,663+477.2% |
| Participant deferral / active EE | $10,950 | $5,736+90.9% | $5,056+116.6% | $6,689+63.7% |
| Admin fee / account holder | $4,378 | $13,353-67.2% | $9,460-53.7% | $13,390-67.3% |