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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 | $271,083 | $124,351+118.0% | $109,188+148.3% | $167,553+61.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.00% | 26.04%-14.0pp | 25.76%-13.8pp | 478.89%-466.9pp |
| Employer contribution / active EE | $7,137 | $4,210+69.5% | $3,723+91.7% | $4,840+47.5% |
| Participant deferral / active EE | $10,343 | $5,257+96.8% | $4,654+122.2% | $6,343+63.1% |
| Admin fee / account holder | $58,243 | $7,975+630.3% | $6,755+762.2% | $12,316+372.9% |