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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 | $259,111 | $70,366+268.2% | $66,674+288.6% | $138,895+86.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.30% | 386.41%-369.1pp | 321.24%-303.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $7,643 | $2,765+176.4% | $2,620+191.7% | $4,194+82.2% |
| Participant deferral / active EE | $16,424 | $4,374+275.5% | $4,084+302.1% | $6,396+156.8% |
| Admin fee / account holder | $25,343 | $5,262+381.6% | $5,098+397.1% | $12,562+101.7% |