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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 | $335,809 | $100,262+234.9% | $81,370+312.7% | $145,897+130.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.04% | 34.52%-21.5pp | 24.85%-11.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $10,898 | $2,979+265.9% | $2,464+342.3% | $4,663+133.7% |
| Participant deferral / active EE | $9,141 | $4,612+98.2% | $3,885+135.3% | $6,689+36.7% |
| Admin fee / account holder | $23,028 | $8,163+182.1% | $5,749+300.5% | $13,390+72.0% |