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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 | $117,846+181.2% | $102,434+223.5% | $145,884+127.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.51% | 31.90%-16.4pp | 29.46%-14.0pp | 551.85%-536.3pp |
| Employer contribution / active EE | $17,135 | $3,615+374.0% | $3,023+466.8% | $4,662+267.5% |
| Participant deferral / active EE | $13,256 | $5,733+131.2% | $5,055+162.2% | $6,690+98.2% |
| Admin fee / account holder | $1,729 | $13,356-87.1% | $9,462-81.7% | $13,392-87.1% |