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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 | $361,748 | $102,938+251.4% | $94,105+284.4% | $138,895+160.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 10.20% | 250.28%-240.1pp | 204.55%-194.4pp | 145.39%-135.2pp |
| Employer contribution / active EE | $14,688 | $2,732+437.6% | $2,504+486.5% | $4,194+250.2% |
| Participant deferral / active EE | $8,986 | $4,196+114.1% | $3,881+131.5% | $6,396+40.5% |
| Admin fee / account holder | $10,973 | $6,600+66.3% | $6,199+77.0% | $12,562-12.6% |