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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 | $382,824 | $94,766+304.0% | $112,923+239.0% | $139,487+174.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.60% | 40.96%-27.4pp | 34.13%-20.5pp | 373.84%-360.2pp |
| Employer contribution / active EE | $5,316 | $4,636+14.6% | $4,570+16.3% | $4,755+11.8% |
| Participant deferral / active EE | $13,961 | $6,523+114.0% | $6,520+114.1% | $6,713+108.0% |
| Admin fee / account holder | $276,734 | $8,529+3144.8% | $7,046+3827.6% | $11,407+2325.9% |