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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 | $389,769 | $110,337+253.3% | $102,383+280.7% | $145,877+167.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.48% | 24.83%-14.4pp | 24.94%-14.5pp | 551.28%-540.8pp |
| Employer contribution / active EE | $12,739 | $4,216+202.2% | $3,870+229.1% | $4,663+173.2% |
| Participant deferral / active EE | $21,100 | $5,621+275.4% | $5,060+317.0% | $6,691+215.4% |
| Admin fee / account holder | $3,234 | $9,750-66.8% | $8,391-61.5% | $13,402-75.9% |