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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 | $362,767 | $110,410+228.6% | $102,437+254.1% | $145,897+148.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.09% | 24.85%-5.8pp | 24.95%-5.9pp | 552.29%-533.2pp |
| Employer contribution / active EE | $6,015 | $4,217+42.6% | $3,871+55.4% | $4,663+29.0% |
| Participant deferral / active EE | $10,962 | $5,622+95.0% | $5,060+116.6% | $6,689+63.9% |
| Admin fee / account holder | $80,152 | $9,745+722.5% | $8,388+855.5% | $13,390+498.6% |