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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 | $350,451 | $106,247+229.8% | $96,515+263.1% | $139,466+151.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.37% | 38.47%-24.1pp | 35.73%-21.4pp | 373.66%-359.3pp |
| Employer contribution / active EE | $17,151 | $4,106+317.7% | $3,740+358.6% | $4,754+260.8% |
| Participant deferral / active EE | $14,698 | $5,456+169.4% | $4,880+201.2% | $6,712+119.0% |
| Admin fee / account holder | $89,022 | $7,885+1029.0% | $6,735+1221.7% | $11,409+680.3% |