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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 | $265,926 | $70,366+277.9% | $66,674+298.8% | $138,895+91.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.82% | 386.41%-368.6pp | 321.24%-303.4pp | 145.39%-127.6pp |
| Employer contribution / active EE | $27,332 | $2,765+888.5% | $2,620+943.2% | $4,194+551.7% |
| Participant deferral / active EE | $13,452 | $4,374+207.5% | $4,084+229.4% | $6,396+110.3% |
| Admin fee / account holder | $9,439 | $5,262+79.4% | $5,098+85.1% | $12,562-24.9% |