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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 | $336,673 | $83,337+304.0% | $67,834+396.3% | $273,972+22.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.68% | 259.45%-250.8pp | 138.47%-129.8pp | 41.46%-32.8pp |
| Employer contribution / active EE | $13,981 | $3,287+325.3% | $2,403+481.7% | $4,869+187.2% |
| Participant deferral / active EE | $8,611 | $4,088+110.6% | $3,160+172.5% | $5,287+62.9% |
| Admin fee / account holder | $1,014 | $6,752-85.0% | $4,622-78.1% | $10,133-90.0% |