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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 | $350,131 | $110,379+217.2% | $102,412+241.9% | $145,884+140.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 9.41% | 24.84%-15.4pp | 24.94%-15.5pp | 551.85%-542.4pp |
| Employer contribution / active EE | $19,785 | $4,216+369.3% | $3,870+411.3% | $4,662+324.4% |
| Participant deferral / active EE | $12,966 | $5,622+130.6% | $5,060+156.2% | $6,690+93.8% |
| Admin fee / account holder | $80,035 | $9,745+721.3% | $8,388+854.2% | $13,392+497.6% |