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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 | $405,390 | $113,941+255.8% | $94,229+330.2% | $125,389+223.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.65% | 5.29%-4.6pp | 10.68%-10.0pp | 282.24%-281.6pp |
| Employer contribution / active EE | $10,000 | $4,727+111.5% | $3,587+178.8% | $4,866+105.5% |
| Participant deferral / active EE | $5,400 | $5,179+4.3% | $4,320+25.0% | $5,352+0.9% |
| Admin fee / account holder | $10,361 | $8,392+23.5% | $6,269+65.3% | $9,541+8.6% |