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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 | $323,125 | $127,387+153.7% | $115,038+180.9% | $125,389+157.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.84% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $15,321 | $5,166+196.6% | $4,608+232.5% | $4,866+214.8% |
| Participant deferral / active EE | $11,137 | $6,423+73.4% | $6,026+84.8% | $5,352+108.1% |
| Admin fee / account holder | $22,452 | $9,516+135.9% | $8,175+174.6% | $9,541+135.3% |