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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 | $332,990 | $124,425+167.6% | $112,040+197.2% | $137,256+142.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.16% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $25,559 | $3,411+649.2% | $2,954+765.2% | $4,156+515.0% |
| Participant deferral / active EE | $12,949 | $5,718+126.4% | $5,098+154.0% | $6,407+102.1% |
| Admin fee / account holder | $100,232 | $15,207+559.1% | $12,098+728.5% | $12,270+716.9% |