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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 | $339,304 | $98,240+245.4% | $82,312+312.2% | $147,586+129.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.33% | 30.85%-14.5pp | 25.88%-9.6pp | 578.59%-562.3pp |
| Employer contribution / active EE | $10,712 | $3,192+235.6% | $2,428+341.1% | $4,876+119.7% |
| Participant deferral / active EE | $8,640 | $4,383+97.1% | $3,706+133.1% | $5,439+58.9% |
| Admin fee / account holder | $9,811 | $8,563+14.6% | $5,608+75.0% | $10,886-9.9% |