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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 | $251,205 | $88,754+183.0% | $81,820+207.0% | $145,877+72.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.87% | 1031.77%-1019.9pp | 777.93%-766.1pp | 551.28%-539.4pp |
| Employer contribution / active EE | $16,811 | $3,085+444.9% | $2,915+476.7% | $4,663+260.5% |
| Participant deferral / active EE | $12,353 | $4,648+165.8% | $4,323+185.8% | $6,691+84.6% |
| Admin fee / account holder | $3,104 | $8,424-63.1% | $7,391-58.0% | $13,402-76.8% |