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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 | $332,834 | $211,224+57.6% | $178,505+86.5% | $145,897+128.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.50% | 30.28%-12.8pp | 27.16%-9.7pp | 552.29%-534.8pp |
| Employer contribution / active EE | $12,500 | $4,577+173.1% | $3,955+216.0% | $4,663+168.1% |
| Participant deferral / active EE | $26,750 | $6,966+284.0% | $6,280+325.9% | $6,689+299.9% |
| Admin fee / account holder | $728 | $12,109-94.0% | $10,428-93.0% | $13,390-94.6% |