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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 | $350,529 | $113,338+209.3% | $94,993+269.0% | $147,586+137.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.15% | 20.80%-7.6pp | 27.14%-14.0pp | 578.59%-565.4pp |
| Employer contribution / active EE | $14,194 | $3,160+349.1% | $2,603+445.2% | $4,876+191.1% |
| Participant deferral / active EE | $10,285 | $3,777+172.3% | $3,317+210.1% | $5,439+89.1% |
| Admin fee / account holder | $421 | $6,063-93.1% | $4,960-91.5% | $10,886-96.1% |