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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 | $370,448 | $69,274+434.8% | $64,097+477.9% | $139,487+165.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.08% | 46.00%-29.9pp | 33.75%-17.7pp | 373.84%-357.8pp |
| Employer contribution / active EE | $11,112 | $3,187+248.7% | $2,750+304.1% | $4,755+133.7% |
| Participant deferral / active EE | $14,080 | $4,685+200.5% | $3,881+262.8% | $6,713+109.8% |
| Admin fee / account holder | $1,368 | $4,247-67.8% | $3,070-55.4% | $11,407-88.0% |