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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 | $299,190 | $99,032+202.1% | $80,022+273.9% | $135,382+121.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 10.84% | 15.39%-4.5pp | 11.22%-0.4pp | 519.77%-508.9pp |
| Employer contribution / active EE | $13,529 | $3,043+344.5% | $2,468+448.2% | $4,779+183.1% |
| Participant deferral / active EE | $9,784 | $4,282+128.5% | $3,686+165.4% | $5,609+74.4% |
| Admin fee / account holder | $1,063 | $10,436-89.8% | $6,521-83.7% | $10,829-90.2% |