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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 | $312,474 | $111,535+180.2% | $105,223+197.0% | $137,256+127.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 24.51% | 237.85%-213.3pp | 180.65%-156.1pp | 220.34%-195.8pp |
| Employer contribution / active EE | $10,162 | $3,939+157.9% | $3,689+175.5% | $4,156+144.5% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $12,505 | $9,721+28.6% | $8,859+41.2% | $12,270+1.9% |