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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 | $261,061 | $72,071+262.2% | $68,368+281.8% | $137,256+90.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.70% | 353.14%-338.4pp | 292.57%-277.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $17,095 | $2,788+513.2% | $2,649+545.4% | $4,156+311.3% |
| Participant deferral / active EE | $10,341 | $4,410+134.5% | $4,123+150.8% | $6,407+61.4% |
| Admin fee / account holder | $6,827 | $5,336+27.9% | $5,150+32.6% | $12,270-44.4% |