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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 | $435,192 | $228,395+90.5% | $185,861+134.1% | $158,982+173.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.95% | 40.82%-25.9pp | 35.96%-21.0pp | 302.99%-288.0pp |
| Employer contribution / active EE | $27,591 | $4,968+455.4% | $4,088+574.9% | $4,763+479.3% |
| Participant deferral / active EE | $13,000 | $6,417+102.6% | $5,634+130.7% | $5,983+117.3% |
| Admin fee / account holder | $3,503 | $11,869-70.5% | $9,503-63.1% | $11,252-68.9% |