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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 | $258,029 | $106,247+142.9% | $96,515+167.3% | $139,466+85.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.15% | 38.47%-24.3pp | 35.73%-21.6pp | 373.66%-359.5pp |
| Employer contribution / active EE | $28,903 | $4,106+603.9% | $3,740+672.9% | $4,754+508.0% |
| Participant deferral / active EE | $17,009 | $5,456+211.8% | $4,880+248.6% | $6,712+153.4% |
| Admin fee / account holder | $2,344 | $7,885-70.3% | $6,735-65.2% | $11,409-79.5% |