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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 | $278,956 | $118,680+135.0% | $98,910+182.0% | $158,931+75.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.55% | 372.35%-358.8pp | 196.44%-182.9pp | 302.86%-289.3pp |
| Employer contribution / active EE | $10,759 | $3,333+222.8% | $2,689+300.1% | $4,761+126.0% |
| Participant deferral / active EE | $19,395 | $5,088+281.2% | $4,244+356.9% | $5,982+224.2% |
| Admin fee / account holder | $670 | $10,131-93.4% | $6,642-89.9% | $11,247-94.0% |