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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 | $299,768 | $85,024+252.6% | $70,544+324.9% | $139,466+114.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 17.91% | 30.39%-12.5pp | 32.79%-14.9pp | 373.66%-355.8pp |
| Employer contribution / active EE | $4,662 | $3,912+19.2% | $2,976+56.7% | $4,754-1.9% |
| Participant deferral / active EE | $20,262 | $5,891+243.9% | $4,568+343.5% | $6,712+201.9% |
| Admin fee / account holder | $1,207 | $8,928-86.5% | $6,427-81.2% | $11,409-89.4% |