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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 | $263,626 | $110,248+139.1% | $95,728+175.4% | $139,456+89.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.19% | 27.16%-13.0pp | 28.40%-14.2pp | 373.45%-359.3pp |
| Employer contribution / active EE | $24,651 | $3,258+656.5% | $2,835+769.5% | $4,753+418.7% |
| Participant deferral / active EE | $22,500 | $4,675+381.2% | $4,245+430.1% | $6,711+235.3% |
| Admin fee / account holder | $11,786 | $6,607+78.4% | $5,673+107.8% | $11,407+3.3% |