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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 | $332,463 | $124,330+167.4% | $109,173+204.5% | $167,536+98.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.77% | 26.04%-13.3pp | 25.75%-13.0pp | 478.82%-466.0pp |
| Employer contribution / active EE | $19,976 | $4,209+374.6% | $3,723+436.6% | $4,839+312.8% |
| Participant deferral / active EE | $13,095 | $5,256+149.1% | $4,654+181.4% | $6,342+106.5% |
| Admin fee / account holder | $742 | $7,974-90.7% | $6,755-89.0% | $12,315-94.0% |