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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 | $339,548 | $106,247+219.6% | $96,515+251.8% | $139,466+143.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.26% | 38.47%-20.2pp | 35.73%-17.5pp | 373.66%-355.4pp |
| Employer contribution / active EE | $11,967 | $4,106+191.5% | $3,740+220.0% | $4,754+151.7% |
| Participant deferral / active EE | $22,258 | $5,456+308.0% | $4,880+356.1% | $6,712+231.6% |
| Admin fee / account holder | $1,372 | $7,885-82.6% | $6,735-79.6% | $11,409-88.0% |