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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 | $270,407 | $162,812+66.1% | $133,971+101.8% | $158,966+70.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 24.26% | 41.94%-17.7pp | 45.09%-20.8pp | 302.95%-278.7pp |
| Employer contribution / active EE | $28,455 | $4,976+471.9% | $3,919+626.1% | $4,762+497.5% |
| Participant deferral / active EE | $19,300 | $5,910+226.6% | $5,047+282.4% | $5,983+222.6% |
| Admin fee / account holder | $3,022 | $11,741-74.3% | $8,929-66.2% | $11,250-73.1% |