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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 | $404,077 | $152,460+165.0% | $118,746+240.3% | $147,586+173.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 16.25% | 17.41%-1.2pp | 24.54%-8.3pp | 578.59%-562.3pp |
| Employer contribution / active EE | $12,803 | $5,046+153.7% | $4,193+205.4% | $4,876+162.5% |
| Participant deferral / active EE | $9,899 | $6,212+59.3% | $5,332+85.6% | $5,439+82.0% |
| Admin fee / account holder | $3,409 | $16,953-79.9% | $10,720-68.2% | $10,886-68.7% |