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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 | $346,673 | $111,814+210.0% | $103,378+235.3% | $145,978+137.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.52% | 24.80%-14.3pp | 24.91%-14.4pp | 550.52%-540.0pp |
| Employer contribution / active EE | $35,075 | $4,215+732.1% | $3,870+806.3% | $4,662+652.4% |
| Participant deferral / active EE | $9,793 | $5,618+74.3% | $5,058+93.6% | $6,690+46.4% |
| Admin fee / account holder | $4,689 | $9,764-52.0% | $8,401-44.2% | $13,400-65.0% |