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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 | $272,749 | $69,252+293.9% | $64,099+325.5% | $139,456+95.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.05% | 45.89%-23.8pp | 33.70%-11.6pp | 373.45%-351.4pp |
| Employer contribution / active EE | $23,114 | $3,184+625.9% | $2,748+741.1% | $4,753+386.3% |
| Participant deferral / active EE | $13,582 | $4,683+190.0% | $3,881+249.9% | $6,711+102.4% |
| Admin fee / account holder | $23,354 | $4,248+449.8% | $3,070+660.6% | $11,407+104.7% |