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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 | $117,895+197.0% | $102,460+241.8% | $145,897+140.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 24.44% | 31.92%-7.5pp | 29.47%-5.0pp | 552.29%-527.9pp |
| Employer contribution / active EE | $30,374 | $3,619+739.3% | $3,025+904.0% | $4,663+551.4% |
| Participant deferral / active EE | $8,390 | $5,736+46.3% | $5,056+65.9% | $6,689+25.4% |
| Admin fee / account holder | $115,013 | $13,353+761.3% | $9,460+1115.8% | $13,390+758.9% |