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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 | $336,875 | $117,829+185.9% | $102,423+228.9% | $145,877+130.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.61% | 31.83%-15.2pp | 29.42%-12.8pp | 551.28%-534.7pp |
| Employer contribution / active EE | $17,652 | $3,615+388.4% | $3,023+483.9% | $4,663+278.6% |
| Participant deferral / active EE | $11,128 | $5,732+94.1% | $5,054+120.2% | $6,691+66.3% |
| Admin fee / account holder | $5,841 | $13,335-56.2% | $9,455-38.2% | $13,402-56.4% |