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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 | $345,147 | $78,682+338.7% | $109,188+216.1% | $85,851+302.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.58% | 25.09%-13.5pp | 25.76%-14.2pp | 318.63%-307.1pp |
| Employer contribution / active EE | $17,356 | $2,734+534.9% | $3,723+366.2% | $2,565+576.5% |
| Participant deferral / active EE | $6,999 | $3,468+101.8% | $4,654+50.4% | $3,952+77.1% |
| Admin fee / account holder | $2,443 | $5,470-55.3% | $6,755-63.8% | $6,261-61.0% |