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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 | $110,337+228.8% | $102,383+254.3% | $145,877+148.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.09% | 24.83%-5.7pp | 24.94%-5.8pp | 551.28%-532.2pp |
| Employer contribution / active EE | $6,015 | $4,216+42.7% | $3,870+55.4% | $4,663+29.0% |
| Participant deferral / active EE | $10,962 | $5,621+95.0% | $5,060+116.7% | $6,691+63.8% |
| Admin fee / account holder | $80,152 | $9,750+722.1% | $8,391+855.2% | $13,402+498.0% |