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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 | $334,937 | $110,379+203.4% | $102,412+227.0% | $145,884+129.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.21% | 24.84%-15.6pp | 24.94%-15.7pp | 551.85%-542.6pp |
| Employer contribution / active EE | $5,095 | $4,216+20.8% | $3,870+31.6% | $4,662+9.3% |
| Participant deferral / active EE | $17,519 | $5,622+211.6% | $5,060+246.2% | $6,690+161.9% |
| Admin fee / account holder | $33,500 | $9,745+243.8% | $8,388+299.4% | $13,392+150.2% |