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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 | $363,894 | $113,338+221.1% | $94,993+283.1% | $147,586+146.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 18.61% | 20.80%-2.2pp | 27.14%-8.5pp | 578.59%-560.0pp |
| Employer contribution / active EE | $12,020 | $3,160+280.3% | $2,603+361.7% | $4,876+146.5% |
| Participant deferral / active EE | $12,900 | $3,777+241.5% | $3,317+288.9% | $5,439+137.2% |
| Admin fee / account holder | $9,008 | $6,063+48.6% | $4,960+81.6% | $10,886-17.2% |