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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 | $344,577 | $72,071+378.1% | $68,368+404.0% | $137,256+151.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.13% | 353.14%-335.0pp | 292.57%-274.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $10,483 | $2,788+276.0% | $2,649+295.8% | $4,156+152.2% |
| Participant deferral / active EE | $22,875 | $4,410+418.7% | $4,123+454.9% | $6,407+257.0% |
| Admin fee / account holder | $322 | $5,336-94.0% | $5,150-93.7% | $12,270-97.4% |