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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 | $373,106 | $115,780+222.3% | $101,255+268.5% | $158,931+134.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.53% | 56.14%-46.6pp | 46.48%-37.0pp | 302.86%-293.3pp |
| Employer contribution / active EE | $17,787 | $4,175+326.0% | $3,660+386.0% | $4,761+273.6% |
| Participant deferral / active EE | $19,500 | $4,958+293.3% | $4,370+346.2% | $5,982+226.0% |
| Admin fee / account holder | $2,984 | $7,246-58.8% | $5,946-49.8% | $11,247-73.5% |