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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 | $384,039 | $110,410+247.8% | $102,437+274.9% | $145,897+163.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.90% | 24.85%-13.0pp | 24.95%-13.1pp | 552.29%-540.4pp |
| Employer contribution / active EE | $22,098 | $4,217+424.0% | $3,871+470.9% | $4,663+373.9% |
| Participant deferral / active EE | $17,343 | $5,622+208.5% | $5,060+242.8% | $6,689+159.3% |
| Admin fee / account holder | $2,504 | $9,745-74.3% | $8,388-70.2% | $13,390-81.3% |