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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 | $364,025 | $102,595+254.8% | $94,057+287.0% | $154,746+135.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.06% | 583.42%-569.4pp | 480.62%-466.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $15,988 | $3,147+408.0% | $2,933+445.1% | $4,379+265.1% |
| Participant deferral / active EE | $12,581 | $5,118+145.8% | $4,709+167.1% | $6,730+86.9% |
| Admin fee / account holder | $3,574 | $7,736-53.8% | $7,244-50.7% | $14,365-75.1% |