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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 | $440,910 | $96,524+356.8% | $75,900+480.9% | $152,909+188.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 22.92% | 33.93%-11.0pp | 30.73%-7.8pp | 345.46%-322.5pp |
| Employer contribution / active EE | $11,458 | $3,311+246.1% | $2,501+358.1% | $4,764+140.5% |
| Participant deferral / active EE | $11,894 | $4,554+161.2% | $3,604+230.1% | $5,851+103.3% |
| Admin fee / account holder | $7,597 | $8,082-6.0% | $5,421+40.1% | $11,601-34.5% |