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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 | $298,432 | $72,071+314.1% | $68,368+336.5% | $137,256+117.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.50% | 353.14%-337.6pp | 292.57%-277.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $9,903 | $2,788+255.2% | $2,649+273.9% | $4,156+138.3% |
| Participant deferral / active EE | $8,806 | $4,410+99.7% | $4,123+113.6% | $6,407+37.5% |
| Admin fee / account holder | $4,680 | $5,336-12.3% | $5,150-9.1% | $12,270-61.9% |