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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 | $357,324 | $102,595+248.3% | $94,057+279.9% | $154,746+130.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 10.49% | 583.42%-572.9pp | 480.62%-470.1pp | 172.34%-161.8pp |
| Employer contribution / active EE | $17,075 | $3,147+442.5% | $2,933+482.1% | $4,379+289.9% |
| Participant deferral / active EE | $12,996 | $5,118+153.9% | $4,709+176.0% | $6,730+93.1% |
| Admin fee / account holder | $1,332 | $7,736-82.8% | $7,244-81.6% | $14,365-90.7% |