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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 | $252,810 | $113,338+123.1% | $94,993+166.1% | $147,586+71.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 15.50% | 20.80%-5.3pp | 27.14%-11.6pp | 578.59%-563.1pp |
| Employer contribution / active EE | $17,307 | $3,160+447.6% | $2,603+564.8% | $4,876+254.9% |
| Participant deferral / active EE | $11,040 | $3,777+192.3% | $3,317+232.8% | $5,439+103.0% |
| Admin fee / account holder | $1,419 | $6,063-76.6% | $4,960-71.4% | $10,886-87.0% |