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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 | $252,746 | $104,251+142.4% | $91,004+177.7% | $147,586+71.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.43% | 27.06%-14.6pp | 4.60%+7.8pp | 578.59%-566.2pp |
| Employer contribution / active EE | $10,215 | $3,116+227.8% | $2,456+316.0% | $4,876+109.5% |
| Participant deferral / active EE | $5,480 | $4,195+30.6% | $3,548+54.5% | $5,439+0.8% |
| Admin fee / account holder | $783 | $8,948-91.2% | $5,417-85.5% | $10,886-92.8% |