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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 | $471,380 | $167,415+181.6% | $140,514+235.5% | $198,609+137.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 8.87% | 13.85%-5.0pp | 14.36%-5.5pp | 202.70%-193.8pp |
| Employer contribution / active EE | $13,301 | $4,088+225.4% | $3,378+293.7% | $5,055+163.1% |
| Participant deferral / active EE | $3,914 | $5,579-29.9% | $4,919-20.4% | $6,977-43.9% |
| Admin fee / account holder | $99,896 | $16,730+497.1% | $13,697+629.3% | $19,030+424.9% |