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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 | $350,518 | $95,580+266.7% | $76,872+356.0% | $139,466+151.3% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 25.61% | 55.00%-29.4pp | 37.90%-12.3pp | 373.66%-348.1pp |
| Employer contribution / active EE | $19,053 | $3,145+505.8% | $2,533+652.1% | $4,754+300.8% |
| Participant deferral / active EE | $10,881 | $4,623+135.4% | $3,832+183.9% | $6,712+62.1% |
| Admin fee / account holder | $4,193 | $8,302-49.5% | $5,476-23.4% | $11,409-63.2% |