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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 | $267,253 | $98,240+172.0% | $82,312+224.7% | $147,586+81.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.05% | 30.85%-19.8pp | 25.88%-14.8pp | 578.59%-567.5pp |
| Employer contribution / active EE | $9,686 | $3,192+203.5% | $2,428+298.9% | $4,876+98.6% |
| Participant deferral / active EE | $7,113 | $4,383+62.3% | $3,706+91.9% | $5,439+30.8% |
| Admin fee / account holder | $10,640 | $8,563+24.3% | $5,608+89.7% | $10,886-2.3% |