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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 | $117,829+194.5% | $102,423+238.8% | $145,877+137.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.62% | 31.83%-22.2pp | 29.42%-19.8pp | 551.28%-541.7pp |
| Employer contribution / active EE | $26,912 | $3,615+644.5% | $3,023+790.2% | $4,663+477.1% |
| Participant deferral / active EE | $10,950 | $5,732+91.0% | $5,054+116.6% | $6,691+63.7% |
| Admin fee / account holder | $4,378 | $13,335-67.2% | $9,455-53.7% | $13,402-67.3% |