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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 | $270,421 | $110,379+145.0% | $102,412+164.1% | $145,884+85.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.57% | 24.84%-13.3pp | 24.94%-13.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $12,802 | $4,216+203.6% | $3,870+230.8% | $4,662+174.6% |
| Participant deferral / active EE | $15,723 | $5,622+179.7% | $5,060+210.7% | $6,690+135.0% |
| Admin fee / account holder | $259,874 | $9,745+2566.8% | $8,388+2998.3% | $13,392+1840.5% |