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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 | $332,464 | $99,079+235.6% | $78,002+326.2% | $273,972+21.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.25% | 217.93%-209.7pp | 425.99%-417.7pp | 41.46%-33.2pp |
| Employer contribution / active EE | $10,000 | $3,308+202.3% | $2,470+304.8% | $4,869+105.4% |
| Participant deferral / active EE | $8,044 | $4,306+86.8% | $3,497+130.0% | $5,287+52.1% |
| Admin fee / account holder | $33,001 | $8,954+268.6% | $5,481+502.1% | $10,133+225.7% |