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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 | $448,313 | $110,337+306.3% | $102,383+337.9% | $145,877+207.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.65% | 24.83%-11.2pp | 24.94%-11.3pp | 551.28%-537.6pp |
| Employer contribution / active EE | $17,282 | $4,216+309.9% | $3,870+346.5% | $4,663+270.6% |
| Participant deferral / active EE | $14,688 | $5,621+161.3% | $5,060+190.3% | $6,691+119.5% |
| Admin fee / account holder | $7,841 | $9,750-19.6% | $8,391-6.6% | $13,402-41.5% |