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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 | $302,984 | $87,733+245.3% | $106,555+184.3% | $85,847+252.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 20.28% | 21.86%-1.6pp | 26.80%-6.5pp | 318.61%-298.3pp |
| Employer contribution / active EE | $10,226 | $2,073+393.3% | $2,819+262.7% | $2,565+298.6% |
| Participant deferral / active EE | $8,575 | $3,469+147.2% | $4,399+94.9% | $3,952+117.0% |
| Admin fee / account holder | $5,291 | $6,767-21.8% | $7,408-28.6% | $6,261-15.5% |