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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 | $378,373 | $100,203+277.6% | $85,240+343.9% | $145,897+159.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.29% | 84.28%-74.0pp | 66.75%-56.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,823 | $3,242-12.9% | $2,735+3.2% | $4,663-39.4% |
| Participant deferral / active EE | $16,586 | $5,299+213.0% | $4,527+266.4% | $6,689+147.9% |
| Admin fee / account holder | $55,463 | $7,265+663.4% | $6,165+799.7% | $13,390+314.2% |