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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 | $370,995 | $106,247+249.2% | $96,515+284.4% | $139,466+166.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.39% | 38.47%-24.1pp | 35.73%-21.3pp | 373.66%-359.3pp |
| Employer contribution / active EE | $18,327 | $4,106+346.4% | $3,740+390.1% | $4,754+285.5% |
| Participant deferral / active EE | $13,258 | $5,456+143.0% | $4,880+171.7% | $6,712+97.5% |
| Admin fee / account holder | $2,292 | $7,885-70.9% | $6,735-66.0% | $11,409-79.9% |