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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 | $367,195 | $106,280+245.5% | $96,538+280.4% | $139,487+163.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.00% | 38.48%-26.5pp | 35.74%-23.7pp | 373.84%-361.8pp |
| Employer contribution / active EE | $27,102 | $4,107+559.9% | $3,740+624.6% | $4,755+470.0% |
| Participant deferral / active EE | $10,589 | $5,457+94.0% | $4,880+117.0% | $6,713+57.7% |
| Admin fee / account holder | $96,130 | $7,888+1118.7% | $6,737+1326.8% | $11,407+742.7% |