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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 | $255,678 | $108,882+134.8% | $96,754+164.3% | $154,746+65.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 14.37% | 98.39%-84.0pp | 82.04%-67.7pp | 172.34%-158.0pp |
| Employer contribution / active EE | $13,702 | $3,018+354.0% | $2,679+411.4% | $4,379+212.9% |
| Participant deferral / active EE | $34,750 | $5,323+552.9% | $4,758+630.3% | $6,730+416.3% |
| Admin fee / account holder | $1,560 | $10,200-84.7% | $8,905-82.5% | $14,365-89.1% |