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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 | $374,531 | $104,694+257.7% | $85,709+337.0% | $167,536+123.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 10.75% | 21.45%-10.7pp | 21.49%-10.7pp | 478.82%-468.1pp |
| Employer contribution / active EE | $14,148 | $3,337+323.9% | $2,619+440.3% | $4,839+192.4% |
| Participant deferral / active EE | $5,065 | $4,826+4.9% | $3,924+29.1% | $6,342-20.1% |
| Admin fee / account holder | $43,545 | $10,035+333.9% | $6,876+533.3% | $12,315+253.6% |