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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 | $326,854 | $69,118+372.9% | $53,647+509.3% | $138,895+135.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 14.42% | 248.26%-233.8pp | 358.33%-343.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $2,415 | $1,189+103.0% | $962+151.0% | $4,194-42.4% |
| Participant deferral / active EE | $13,850 | $2,274+509.1% | $1,813+663.9% | $6,396+116.5% |
| Admin fee / account holder | $929 | $2,724-65.9% | $2,460-62.2% | $12,562-92.6% |