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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 | $301,346 | $110,379+173.0% | $102,412+194.2% | $145,884+106.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.35% | 24.84%-10.5pp | 24.94%-10.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $18,106 | $4,216+329.5% | $3,870+367.9% | $4,662+288.4% |
| Participant deferral / active EE | $22,373 | $5,622+298.0% | $5,060+342.1% | $6,690+234.4% |
| Admin fee / account holder | $1,786 | $9,745-81.7% | $8,388-78.7% | $13,392-86.7% |