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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 | $256,478 | $106,247+141.4% | $96,515+165.7% | $139,466+83.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.08% | 38.47%-18.4pp | 35.73%-15.6pp | 373.66%-353.6pp |
| Employer contribution / active EE | $12,500 | $4,106+204.4% | $3,740+234.3% | $4,754+162.9% |
| Participant deferral / active EE | $8,250 | $5,456+51.2% | $4,880+69.1% | $6,712+22.9% |
| Admin fee / account holder | $1,678 | $7,885-78.7% | $6,735-75.1% | $11,409-85.3% |