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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 | $364,587 | $90,691+302.0% | $76,119+379.0% | $145,884+149.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.07% | 624.52%-615.5pp | 361.25%-352.2pp | 551.85%-542.8pp |
| Employer contribution / active EE | $2,680 | $3,329-19.5% | $2,693-0.5% | $4,662-42.5% |
| Participant deferral / active EE | $13,068 | $5,167+152.9% | $4,259+206.8% | $6,690+95.3% |
| Admin fee / account holder | $2,524 | $8,383-69.9% | $6,421-60.7% | $13,392-81.2% |