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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 | $340,767 | $88,702+284.2% | $81,780+316.7% | $145,978+133.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.30% | 1029.12%-1017.8pp | 776.27%-765.0pp | 550.52%-539.2pp |
| Employer contribution / active EE | $21,097 | $3,084+584.0% | $2,914+624.0% | $4,662+352.5% |
| Participant deferral / active EE | $15,750 | $4,645+239.1% | $4,321+264.5% | $6,690+135.4% |
| Admin fee / account holder | $3,379 | $8,414-59.8% | $7,384-54.2% | $13,400-74.8% |