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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 | $351,989 | $90,509+288.9% | $78,693+347.3% | $273,968+28.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.36% | 75.61%-65.2pp | 62.18%-51.8pp | 41.45%-31.1pp |
| Employer contribution / active EE | $11,629 | $3,175+266.3% | $2,850+308.0% | $4,869+138.9% |
| Participant deferral / active EE | $12,420 | $3,901+218.3% | $3,517+253.2% | $5,287+134.9% |
| Admin fee / account holder | $89,548 | $5,264+1601.2% | $4,511+1885.2% | $10,132+783.8% |