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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 | $407,337 | $125,778+223.9% | $114,563+255.6% | $154,746+163.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 22.74% | 295.14%-272.4pp | 241.09%-218.4pp | 172.34%-149.6pp |
| Employer contribution / active EE | $26,302 | $2,806+837.4% | $2,592+914.7% | $4,379+500.6% |
| Participant deferral / active EE | $15,684 | $4,445+252.9% | $4,142+278.7% | $6,730+133.0% |
| Admin fee / account holder | $1,896 | $8,190-76.9% | $7,623-75.1% | $14,365-86.8% |