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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 | $273,247 | $65,367+318.0% | $92,915+194.1% | $72,976+274.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 25.30% | 42.11%-16.8pp | 109.45%-84.1pp | 81.02%-55.7pp |
| Employer contribution / active EE | $17,733 | $2,594+583.7% | $3,653+385.4% | $2,440+626.8% |
| Participant deferral / active EE | $10,585 | $3,128+238.4% | $4,238+149.8% | $3,608+193.4% |
| Admin fee / account holder | $821 | $4,251-80.7% | $5,796-85.8% | $5,124-84.0% |