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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 | $396,003 | $110,410+258.7% | $102,437+286.6% | $145,897+171.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.78% | 24.85%-14.1pp | 24.95%-14.2pp | 552.29%-541.5pp |
| Employer contribution / active EE | $12,143 | $4,217+187.9% | $3,871+213.7% | $4,663+160.4% |
| Participant deferral / active EE | $9,167 | $5,622+63.1% | $5,060+81.2% | $6,689+37.0% |
| Admin fee / account holder | $42,915 | $9,745+340.4% | $8,388+411.6% | $13,390+220.5% |