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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 | $262,412 | $106,247+147.0% | $96,515+171.9% | $139,466+88.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.89% | 38.47%-21.6pp | 35.73%-18.8pp | 373.66%-356.8pp |
| Employer contribution / active EE | $5,430 | $4,106+32.2% | $3,740+45.2% | $4,754+14.2% |
| Participant deferral / active EE | $30,000 | $5,456+449.9% | $4,880+514.8% | $6,712+347.0% |
| Admin fee / account holder | $18,297 | $7,885+132.0% | $6,735+171.6% | $11,409+60.4% |