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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 | $252,123 | $108,922+131.5% | $100,398+151.1% | $145,978+72.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.14% | 58.04%-43.9pp | 49.32%-35.2pp | 550.52%-536.4pp |
| Employer contribution / active EE | $10,097 | $4,426+128.1% | $3,946+155.9% | $4,662+116.6% |
| Participant deferral / active EE | $16,373 | $8,450+93.8% | $8,084+102.5% | $6,690+144.8% |
| Admin fee / account holder | $362 | $9,680-96.3% | $7,893-95.4% | $13,400-97.3% |