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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 | $350,960 | $77,449+353.2% | $69,483+405.1% | $152,909+129.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 21.21% | 39.09%-17.9pp | 28.99%-7.8pp | 345.46%-324.3pp |
| Employer contribution / active EE | $37,148 | $3,316+1020.3% | $2,780+1236.4% | $4,764+679.8% |
| Participant deferral / active EE | $12,500 | $4,415+183.1% | $3,537+253.5% | $5,851+113.6% |
| Admin fee / account holder | $2,538 | $6,210-59.1% | $3,841-33.9% | $11,601-78.1% |