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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 | $339,662 | $100,147+239.2% | $81,286+317.9% | $145,877+132.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.31% | 34.44%-25.1pp | 24.80%-15.5pp | 551.28%-542.0pp |
| Employer contribution / active EE | $16,670 | $2,977+459.9% | $2,463+576.9% | $4,663+257.5% |
| Participant deferral / active EE | $7,910 | $4,607+71.7% | $3,883+103.7% | $6,691+18.2% |
| Admin fee / account holder | $1,801 | $8,201-78.0% | $5,764-68.8% | $13,402-86.6% |