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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 | $322,943 | $117,846+174.0% | $102,434+215.3% | $145,884+121.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.10% | 31.90%-18.8pp | 29.46%-16.4pp | 551.85%-538.7pp |
| Employer contribution / active EE | $16,773 | $3,615+364.0% | $3,023+454.8% | $4,662+259.8% |
| Participant deferral / active EE | $8,389 | $5,733+46.3% | $5,055+66.0% | $6,690+25.4% |
| Admin fee / account holder | $1,964 | $13,356-85.3% | $9,462-79.2% | $13,392-85.3% |