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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 | $117,904+197.0% | $102,457+241.8% | $145,978+139.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 24.44% | 31.80%-7.4pp | 29.41%-5.0pp | 550.52%-526.1pp |
| Employer contribution / active EE | $30,374 | $3,613+740.6% | $3,022+905.0% | $4,662+551.5% |
| Participant deferral / active EE | $8,390 | $5,733+46.3% | $5,054+66.0% | $6,690+25.4% |
| Admin fee / account holder | $115,013 | $13,329+762.9% | $9,451+1116.9% | $13,400+758.3% |