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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 | $265,835 | $118,496+124.3% | $98,461+170.0% | $139,466+90.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.68% | 18.96%-4.3pp | 21.17%-6.5pp | 373.66%-359.0pp |
| Employer contribution / active EE | $11,874 | $3,611+228.9% | $3,049+289.5% | $4,754+149.8% |
| Participant deferral / active EE | $14,100 | $5,393+161.4% | $4,738+197.6% | $6,712+110.1% |
| Admin fee / account holder | $23,858 | $14,056+69.7% | $8,961+166.3% | $11,409+109.1% |