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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 | $385,391 | $108,922+253.8% | $100,398+283.9% | $145,978+164.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 23.02% | 58.04%-35.0pp | 49.32%-26.3pp | 550.52%-527.5pp |
| Employer contribution / active EE | $10,800 | $4,426+144.0% | $3,946+173.7% | $4,662+131.7% |
| Participant deferral / active EE | $30,500 | $8,450+261.0% | $8,084+277.3% | $6,690+355.9% |
| Admin fee / account holder | $1,723 | $9,680-82.2% | $7,893-78.2% | $13,400-87.1% |