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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 | $351,579 | $166,242+111.5% | $165,071+113.0% | $145,884+141.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.17% | 100.44%-90.3pp | 70.17%-60.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $3,066 | $5,283-42.0% | $4,347-29.5% | $4,662-34.2% |
| Participant deferral / active EE | $14,848 | $6,964+113.2% | $6,035+146.0% | $6,690+122.0% |
| Admin fee / account holder | $76,908 | $16,658+361.7% | $12,695+505.8% | $13,392+474.3% |