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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 | $285,202 | $154,193+85.0% | $130,045+119.3% | $139,466+104.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.07% | 32.51%-19.4pp | -137.30%+150.4pp | 373.66%-360.6pp |
| Employer contribution / active EE | $9,236 | $5,292+74.5% | $4,321+113.7% | $4,754+94.3% |
| Participant deferral / active EE | $8,229 | $6,709+22.7% | $5,820+41.4% | $6,712+22.6% |
| Admin fee / account holder | $40,300 | $13,989+188.1% | $10,600+280.2% | $11,409+253.2% |