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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 | $282,052 | $117,895+139.2% | $102,460+175.3% | $145,897+93.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 28.72% | 31.92%-3.2pp | 29.47%-0.7pp | 552.29%-523.6pp |
| Employer contribution / active EE | $26,369 | $3,619+628.6% | $3,025+771.7% | $4,663+465.5% |
| Participant deferral / active EE | $13,794 | $5,736+140.5% | $5,056+172.8% | $6,689+106.2% |
| Admin fee / account holder | $1,193 | $13,353-91.1% | $9,460-87.4% | $13,390-91.1% |