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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 | $393,427 | $147,556+166.6% | $129,031+204.9% | $198,609+98.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 10.85% | 37.41%-26.6pp | 34.67%-23.8pp | 202.70%-191.9pp |
| Employer contribution / active EE | $32,000 | $3,645+778.0% | $3,226+891.9% | $5,055+533.0% |
| Participant deferral / active EE | $34,750 | $5,760+503.3% | $5,217+566.1% | $6,977+398.1% |
| Admin fee / account holder | $204,134 | $15,467+1219.8% | $13,208+1445.5% | $19,030+972.7% |