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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 | $320,297 | $111,814+186.5% | $103,374+209.8% | $145,959+119.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.85% | 24.77%-14.9pp | 24.89%-15.0pp | 561.95%-552.1pp |
| Employer contribution / active EE | $7,531 | $4,214+78.7% | $3,869+94.6% | $4,661+61.6% |
| Participant deferral / active EE | $11,465 | $5,618+104.1% | $5,058+126.7% | $6,689+71.4% |
| Admin fee / account holder | $23,027 | $9,754+136.1% | $8,394+174.3% | $13,398+71.9% |