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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 | $100,073+278.1% | $85,126+344.5% | $145,877+159.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.29% | 84.11%-73.8pp | 66.63%-56.3pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,823 | $3,236-12.8% | $2,731+3.4% | $4,663-39.5% |
| Participant deferral / active EE | $16,586 | $5,294+213.3% | $4,523+266.7% | $6,691+147.9% |
| Admin fee / account holder | $55,463 | $7,261+663.8% | $6,160+800.3% | $13,402+313.8% |