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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 | $373,065 | $117,444+217.7% | $99,479+275.0% | $152,909+144.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 16.45% | 31.87%-15.4pp | 30.72%-14.3pp | 345.46%-329.0pp |
| Employer contribution / active EE | $10,701 | $3,014+255.1% | $2,540+321.2% | $4,764+124.6% |
| Participant deferral / active EE | $10,467 | $4,086+156.1% | $3,619+189.2% | $5,851+78.9% |
| Admin fee / account holder | $9,936 | $7,635+30.1% | $6,253+58.9% | $11,601-14.4% |