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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 | $374,158 | $142,409+162.7% | $119,634+212.8% | $134,545+178.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 15.97% | -12.46%+28.4pp | -14.98%+31.0pp | 418.37%-402.4pp |
| Employer contribution / active EE | $26,220 | $5,224+401.9% | $4,232+519.5% | $4,742+453.0% |
| Participant deferral / active EE | $17,243 | $6,468+166.6% | $5,601+207.8% | $6,401+169.4% |
| Admin fee / account holder | $1,728 | $13,594-87.3% | $10,329-83.3% | $11,431-84.9% |