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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 | $300,698 | $124,324+141.9% | $111,303+170.2% | $167,497+79.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.69% | 37.44%-23.8pp | 54.66%-41.0pp | 478.62%-464.9pp |
| Employer contribution / active EE | $21,306 | $3,436+520.1% | $2,731+680.1% | $4,838+340.4% |
| Participant deferral / active EE | $17,440 | $5,181+236.6% | $4,488+288.6% | $6,341+175.0% |
| Admin fee / account holder | $260,269 | $10,620+2350.7% | $7,965+3167.7% | $12,310+2014.3% |