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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 | $252,134 | $110,337+128.5% | $102,383+146.3% | $145,877+72.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.33% | 24.83%-1.5pp | 24.94%-1.6pp | 551.28%-528.0pp |
| Employer contribution / active EE | $17,647 | $4,216+318.6% | $3,870+356.0% | $4,663+278.5% |
| Participant deferral / active EE | $4,274 | $5,621-24.0% | $5,060-15.5% | $6,691-36.1% |
| Admin fee / account holder | $27,303 | $9,750+180.0% | $8,391+225.4% | $13,402+103.7% |