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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 | $257,126 | $70,366+265.4% | $66,674+285.6% | $138,895+85.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.38% | 386.41%-372.0pp | 321.24%-306.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $8,633 | $2,765+212.2% | $2,620+229.5% | $4,194+105.8% |
| Participant deferral / active EE | $12,077 | $4,374+176.1% | $4,084+195.7% | $6,396+88.8% |
| Admin fee / account holder | $3,080 | $5,262-41.5% | $5,098-39.6% | $12,562-75.5% |