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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 | $274,613 | $136,860+100.7% | $120,344+128.2% | $154,746+77.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 11.77% | 21.38%-9.6pp | 20.30%-8.5pp | 172.34%-160.6pp |
| Employer contribution / active EE | $15,359 | $3,533+334.7% | $3,020+408.6% | $4,379+250.7% |
| Participant deferral / active EE | $2,320 | $5,793-60.0% | $5,135-54.8% | $6,730-65.5% |
| Admin fee / account holder | $178,542 | $15,393+1059.9% | $12,742+1301.2% | $14,365+1142.9% |