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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 | $336,642 | $147,594+128.1% | $121,871+176.2% | $198,609+69.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 12.80% | 12.94%-0.1pp | 13.57%-0.8pp | 202.70%-189.9pp |
| Employer contribution / active EE | $18,181 | $3,007+504.7% | $2,731+565.7% | $5,055+259.6% |
| Participant deferral / active EE | $9,865 | $5,168+90.9% | $4,318+128.4% | $6,977+41.4% |
| Admin fee / account holder | $106,490 | $15,134+603.6% | $11,551+821.9% | $19,030+459.6% |