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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 | $282,669 | $110,410+156.0% | $102,437+175.9% | $145,897+93.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.25% | 24.85%-9.6pp | 24.95%-9.7pp | 552.29%-537.0pp |
| Employer contribution / active EE | $5,444 | $4,217+29.1% | $3,871+40.6% | $4,663+16.8% |
| Participant deferral / active EE | $15,576 | $5,622+177.1% | $5,060+207.8% | $6,689+132.9% |
| Admin fee / account holder | $1,280 | $9,745-86.9% | $8,388-84.7% | $13,390-90.4% |