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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 | $274,500 | $104,251+163.3% | $91,004+201.6% | $147,586+86.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.95% | 27.06%-14.1pp | 4.60%+8.4pp | 578.59%-565.6pp |
| Employer contribution / active EE | $13,333 | $3,116+327.9% | $2,456+443.0% | $4,876+173.4% |
| Participant deferral / active EE | $8,000 | $4,195+90.7% | $3,548+125.5% | $5,439+47.1% |
| Admin fee / account holder | $7,423 | $8,948-17.0% | $5,417+37.0% | $10,886-31.8% |