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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 | $375,675 | $152,460+146.4% | $118,746+216.4% | $147,586+154.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 10.50% | 17.41%-6.9pp | 24.54%-14.0pp | 578.59%-568.1pp |
| Employer contribution / active EE | $11,991 | $5,046+137.6% | $4,193+186.0% | $4,876+145.9% |
| Participant deferral / active EE | $4,380 | $6,212-29.5% | $5,332-17.9% | $5,439-19.5% |
| Admin fee / account holder | $77,358 | $16,953+356.3% | $10,720+621.6% | $10,886+610.6% |