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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 | $327,700 | $110,337+197.0% | $102,383+220.1% | $145,877+124.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.20% | 24.83%-5.6pp | 24.94%-5.7pp | 551.28%-532.1pp |
| Employer contribution / active EE | $15,000 | $4,216+255.8% | $3,870+287.6% | $4,663+221.7% |
| Participant deferral / active EE | $12,487 | $5,621+122.2% | $5,060+146.8% | $6,691+86.6% |
| Admin fee / account holder | $2,078 | $9,750-78.7% | $8,391-75.2% | $13,402-84.5% |