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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 | $273,061 | $124,330+119.6% | $109,173+150.1% | $167,536+63.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.38% | 26.04%-11.7pp | 25.75%-11.4pp | 478.82%-464.4pp |
| Employer contribution / active EE | $9,813 | $4,209+133.1% | $3,723+163.6% | $4,839+102.8% |
| Participant deferral / active EE | $7,760 | $5,256+47.6% | $4,654+66.7% | $6,342+22.3% |
| Admin fee / account holder | $5,704 | $7,974-28.5% | $6,755-15.6% | $12,315-53.7% |