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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 | $384,860 | $110,212+249.2% | $96,534+298.7% | $139,466+176.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.26% | 26.42%-8.2pp | 25.88%-7.6pp | 373.66%-355.4pp |
| Employer contribution / active EE | $9,815 | $3,620+171.1% | $2,965+231.0% | $4,754+106.5% |
| Participant deferral / active EE | $10,423 | $5,547+87.9% | $4,851+114.9% | $6,712+55.3% |
| Admin fee / account holder | $1,641 | $11,599-85.9% | $8,253-80.1% | $11,409-85.6% |