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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 | $312,959 | $72,071+334.2% | $68,368+357.8% | $137,256+128.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 29.26% | 353.14%-323.9pp | 292.57%-263.3pp | 220.34%-191.1pp |
| Employer contribution / active EE | $12,513 | $2,788+348.8% | $2,649+372.4% | $4,156+201.1% |
| Participant deferral / active EE | $5,885 | $4,410+33.5% | $4,123+42.8% | $6,407-8.1% |
| Admin fee / account holder | $15,015 | $5,336+181.4% | $5,150+191.6% | $12,270+22.4% |