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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 | $268,483 | $110,410+143.2% | $102,437+162.1% | $145,897+84.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.60% | 24.85%-14.3pp | 24.95%-14.3pp | 552.29%-541.7pp |
| Employer contribution / active EE | $10,375 | $4,217+146.0% | $3,871+168.0% | $4,663+122.5% |
| Participant deferral / active EE | $30,500 | $5,622+442.5% | $5,060+502.8% | $6,689+356.0% |
| Admin fee / account holder | $4,083 | $9,745-58.1% | $8,388-51.3% | $13,390-69.5% |