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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 | $331,391 | $117,895+181.1% | $102,460+223.4% | $145,897+127.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.51% | 31.92%-16.4pp | 29.47%-14.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $17,135 | $3,619+373.5% | $3,025+466.4% | $4,663+267.5% |
| Participant deferral / active EE | $13,256 | $5,736+131.1% | $5,056+162.2% | $6,689+98.2% |
| Admin fee / account holder | $1,729 | $13,353-87.1% | $9,460-81.7% | $13,390-87.1% |