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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 | $124,330+198.0% | $109,173+239.3% | $167,536+121.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.77% | 26.04%-15.3pp | 25.75%-15.0pp | 478.82%-468.0pp |
| Employer contribution / active EE | $9,200 | $4,209+118.6% | $3,723+147.1% | $4,839+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 | $7,974+897.3% | $6,755+1077.3% | $12,315+545.8% |