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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 | $287,049 | $106,236+170.2% | $96,496+197.5% | $139,427+105.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.28% | 38.43%-24.2pp | 35.70%-21.4pp | 373.27%-359.0pp |
| Employer contribution / active EE | $17,150 | $4,104+317.9% | $3,738+358.8% | $4,752+260.9% |
| Participant deferral / active EE | $6,145 | $5,455+12.7% | $4,879+26.0% | $6,711-8.4% |
| Admin fee / account holder | $2,113 | $7,879-73.2% | $6,731-68.6% | $11,404-81.5% |