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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 | $353,356 | $111,814+216.0% | $103,378+241.8% | $145,978+142.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.54% | 24.80%-13.3pp | 24.91%-13.4pp | 550.52%-539.0pp |
| Employer contribution / active EE | $50,000 | $4,215+1086.2% | $3,870+1191.9% | $4,662+972.5% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $108,237 | $9,764+1008.5% | $8,401+1188.4% | $13,400+707.7% |