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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 | $373,591 | $124,330+200.5% | $109,173+242.2% | $167,536+123.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.69% | 26.04%-13.3pp | 25.75%-13.1pp | 478.82%-466.1pp |
| Employer contribution / active EE | $11,759 | $4,209+179.4% | $3,723+215.9% | $4,839+143.0% |
| Participant deferral / active EE | $10,544 | $5,256+100.6% | $4,654+126.6% | $6,342+66.3% |
| Admin fee / account holder | $2,537 | $7,974-68.2% | $6,755-62.4% | $12,315-79.4% |