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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 | $255,344 | $112,729+126.5% | $98,716+158.7% | $137,256+86.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.09% | 38.48%-24.4pp | 31.81%-17.7pp | 220.34%-206.3pp |
| Employer contribution / active EE | $39,715 | $2,725+1357.3% | $2,279+1643.0% | $4,156+855.6% |
| Participant deferral / active EE | $30,495 | $4,640+557.2% | $4,048+653.4% | $6,407+376.0% |
| Admin fee / account holder | $2,361 | $10,129-76.7% | $8,703-72.9% | $12,270-80.8% |