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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 | $370,462 | $124,314+198.0% | $109,163+239.4% | $167,518+121.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.77% | 26.04%-15.3pp | 25.75%-15.0pp | 478.71%-467.9pp |
| Employer contribution / active EE | $9,200 | $4,209+118.6% | $3,723+147.1% | $4,838+90.1% |
| Participant deferral / active EE | $7,685 | $5,256+46.2% | $4,654+65.1% | $6,342+21.2% |
| Admin fee / account holder | $79,524 | $7,973+897.5% | $6,754+1077.4% | $12,312+545.9% |