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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 | $294,979 | $92,743+218.1% | $82,744+256.5% | $134,532+119.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 9.98% | 946.63%-936.7pp | 702.22%-692.2pp | 418.27%-408.3pp |
| Employer contribution / active EE | $9,761 | $3,273+198.3% | $3,008+224.5% | $4,741+105.9% |
| Participant deferral / active EE | $8,955 | $4,802+86.5% | $4,395+103.8% | $6,401+39.9% |
| Admin fee / account holder | $1,620 | $5,977-72.9% | $5,325-69.6% | $11,429-85.8% |