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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 | $323,154 | $111,814+189.0% | $103,374+212.6% | $145,959+121.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.52% | 24.77%-12.3pp | 24.89%-12.4pp | 561.95%-549.4pp |
| Employer contribution / active EE | $11,948 | $4,214+183.6% | $3,869+208.8% | $4,661+156.4% |
| Participant deferral / active EE | $20,333 | $5,618+261.9% | $5,058+302.0% | $6,689+204.0% |
| Admin fee / account holder | $2,482 | $9,754-74.6% | $8,394-70.4% | $13,398-81.5% |