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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 | $111,814+300.9% | $103,374+333.7% | $145,959+207.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.65% | 24.77%-11.1pp | 24.89%-11.2pp | 561.95%-548.3pp |
| Employer contribution / active EE | $17,282 | $4,214+310.1% | $3,869+346.6% | $4,661+270.8% |
| Participant deferral / active EE | $14,688 | $5,618+161.4% | $5,058+190.4% | $6,689+119.6% |
| Admin fee / account holder | $7,841 | $9,754-19.6% | $8,394-6.6% | $13,398-41.5% |