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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 | $350,167 | $117,829+197.2% | $102,423+241.9% | $145,877+140.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 24.44% | 31.83%-7.4pp | 29.42%-5.0pp | 551.28%-526.8pp |
| Employer contribution / active EE | $30,374 | $3,615+740.3% | $3,023+904.8% | $4,663+551.4% |
| Participant deferral / active EE | $8,390 | $5,732+46.4% | $5,054+66.0% | $6,691+25.4% |
| Admin fee / account holder | $115,013 | $13,335+762.5% | $9,455+1116.5% | $13,402+758.2% |