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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 | $331,638 | $116,434+184.8% | $65,583+405.7% | $139,487+137.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 11.94% | 31.34%-19.4pp | 47.46%-35.5pp | 373.84%-361.9pp |
| Employer contribution / active EE | $9,340 | $2,602+259.0% | $1,692+451.9% | $4,755+96.4% |
| Participant deferral / active EE | $11,325 | $4,245+166.8% | $2,833+299.8% | $6,713+68.7% |
| Admin fee / account holder | $35,171 | $6,696+425.2% | $4,112+755.4% | $11,407+208.3% |