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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 | $371,294 | $162,821+128.0% | $133,978+177.1% | $158,982+133.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.10% | 41.95%-35.8pp | 45.10%-39.0pp | 302.99%-296.9pp |
| Employer contribution / active EE | $42,142 | $4,976+746.9% | $3,919+975.3% | $4,763+784.8% |
| Participant deferral / active EE | $23,695 | $5,910+300.9% | $5,047+369.4% | $5,983+296.0% |
| Admin fee / account holder | $226,613 | $11,742+1830.0% | $8,930+2437.7% | $11,252+1914.1% |