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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 | $301,061 | $98,240+206.5% | $82,312+265.8% | $147,586+104.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.80% | 30.85%-15.1pp | 25.88%-10.1pp | 578.59%-562.8pp |
| Employer contribution / active EE | $17,685 | $3,192+454.1% | $2,428+628.3% | $4,876+262.7% |
| Participant deferral / active EE | $9,000 | $4,383+105.3% | $3,706+142.8% | $5,439+65.5% |
| Admin fee / account holder | $472 | $8,563-94.5% | $5,608-91.6% | $10,886-95.7% |