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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 | $380,709 | $110,337+245.0% | $102,383+271.8% | $145,877+161.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.11% | 24.83%-13.7pp | 24.94%-13.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $20,903 | $4,216+395.8% | $3,870+440.1% | $4,663+348.3% |
| Participant deferral / active EE | $11,857 | $5,621+111.0% | $5,060+134.3% | $6,691+77.2% |
| Admin fee / account holder | $3,942 | $9,750-59.6% | $8,391-53.0% | $13,402-70.6% |