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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 | $332,013 | $110,337+200.9% | $102,383+224.3% | $145,877+127.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.68% | 24.83%-13.2pp | 24.94%-13.3pp | 551.28%-539.6pp |
| Employer contribution / active EE | $31,000 | $4,216+635.3% | $3,870+701.0% | $4,663+564.8% |
| Participant deferral / active EE | $27,500 | $5,621+389.3% | $5,060+443.5% | $6,691+311.0% |
| Admin fee / account holder | $2,683 | $9,750-72.5% | $8,391-68.0% | $13,402-80.0% |