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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 | $280,687 | $124,330+125.8% | $109,173+157.1% | $167,536+67.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.03% | 26.04%-13.0pp | 25.75%-12.7pp | 478.82%-465.8pp |
| Employer contribution / active EE | $23,749 | $4,209+464.2% | $3,723+537.9% | $4,839+390.8% |
| Participant deferral / active EE | $5,526 | $5,256+5.1% | $4,654+18.7% | $6,342-12.9% |
| Admin fee / account holder | $18,120 | $7,974+127.2% | $6,755+168.2% | $12,315+47.1% |