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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 | $327,030 | $110,410+196.2% | $102,437+219.2% | $145,897+124.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.29% | 24.85%-9.6pp | 24.95%-9.7pp | 552.29%-537.0pp |
| Employer contribution / active EE | $23,767 | $4,217+463.6% | $3,871+514.0% | $4,663+409.7% |
| Participant deferral / active EE | $10,656 | $5,622+89.6% | $5,060+110.6% | $6,689+59.3% |
| Admin fee / account holder | $14,028 | $9,745+44.0% | $8,388+67.2% | $13,390+4.8% |