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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 | $353,302 | $93,346+278.5% | $71,796+392.1% | $273,972+29.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.70% | 130.39%-121.7pp | 78.04%-69.3pp | 41.46%-32.8pp |
| Employer contribution / active EE | $9,218 | $2,733+237.2% | $1,924+379.0% | $4,869+89.3% |
| Participant deferral / active EE | $6,698 | $3,475+92.8% | $2,794+139.7% | $5,287+26.7% |
| Admin fee / account holder | $1,581 | $6,571-75.9% | $4,815-67.2% | $10,133-84.4% |