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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 | $274,960 | $115,814+137.4% | $101,275+171.5% | $158,982+73.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.56% | 56.16%-42.6pp | 46.48%-32.9pp | 302.99%-289.4pp |
| Employer contribution / active EE | $12,750 | $4,176+205.3% | $3,660+248.4% | $4,763+167.7% |
| Participant deferral / active EE | $5,819 | $4,958+17.4% | $4,371+33.1% | $5,983-2.7% |
| Admin fee / account holder | $1,083 | $7,249-85.1% | $5,948-81.8% | $11,252-90.4% |