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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 | $275,978 | $78,682+250.8% | $109,188+152.8% | $85,851+221.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 18.30% | 25.09%-6.8pp | 25.76%-7.5pp | 318.63%-300.3pp |
| Employer contribution / active EE | $7,202 | $2,734+163.4% | $3,723+93.4% | $2,565+180.7% |
| Participant deferral / active EE | $9,195 | $3,468+165.2% | $4,654+97.6% | $3,952+132.6% |
| Admin fee / account holder | $11,344 | $5,470+107.4% | $6,755+67.9% | $6,261+81.2% |