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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 | $302,281 | $100,060+202.1% | $149,721+101.9% | $70,126+331.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.04% | 27.46%-14.4pp | 1501.67%-1488.6pp | 73.15%-60.1pp |
| Employer contribution / active EE | $25,106 | $3,661+585.8% | $5,444+361.2% | $2,343+971.8% |
| Participant deferral / active EE | $13,040 | $4,982+161.7% | $6,568+98.5% | $3,332+291.4% |
| Admin fee / account holder | $1,016 | $8,285-87.7% | $11,282-91.0% | $4,645-78.1% |