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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 | $352,612 | $105,856+233.1% | $90,161+291.1% | $147,586+138.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.39% | 37.63%-24.2pp | 34.89%-21.5pp | 578.59%-565.2pp |
| Employer contribution / active EE | $7,283 | $4,126+76.5% | $3,318+119.5% | $4,876+49.4% |
| Participant deferral / active EE | $16,555 | $5,733+188.8% | $5,287+213.1% | $5,439+204.4% |
| Admin fee / account holder | $63,713 | $8,046+691.9% | $5,943+972.0% | $10,886+485.3% |