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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 | $353,758 | $85,060+315.9% | $70,548+401.4% | $139,456+153.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 17.17% | 30.38%-13.2pp | 32.78%-15.6pp | 373.45%-356.3pp |
| Employer contribution / active EE | $23,071 | $3,911+489.9% | $2,975+675.5% | $4,753+385.4% |
| Participant deferral / active EE | $16,147 | $5,890+174.1% | $4,567+253.6% | $6,711+140.6% |
| Admin fee / account holder | $7,400 | $8,925-17.1% | $6,424+15.2% | $11,407-35.1% |