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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 | $323,936 | $111,814+189.7% | $103,378+213.4% | $145,978+121.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.21% | 24.80%-9.6pp | 24.91%-9.7pp | 550.52%-535.3pp |
| Employer contribution / active EE | $22,414 | $4,215+431.8% | $3,870+479.1% | $4,662+380.8% |
| Participant deferral / active EE | $13,314 | $5,618+137.0% | $5,058+163.2% | $6,690+99.0% |
| Admin fee / account holder | $1,463 | $9,764-85.0% | $8,401-82.6% | $13,400-89.1% |