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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 | $450,824 | $124,346+262.6% | $111,306+305.0% | $167,553+169.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 27.43% | 37.46%-10.0pp | 54.67%-27.2pp | 478.89%-451.5pp |
| Employer contribution / active EE | $13,370 | $3,438+288.9% | $2,732+389.4% | $4,840+176.3% |
| Participant deferral / active EE | $9,277 | $5,182+79.0% | $4,488+106.7% | $6,343+46.3% |
| Admin fee / account holder | $11,904 | $10,623+12.1% | $7,966+49.4% | $12,316-3.4% |