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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 | $364,646 | $93,346+290.6% | $71,796+407.9% | $273,972+33.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.24% | 130.39%-122.1pp | 78.04%-69.8pp | 41.46%-33.2pp |
| Employer contribution / active EE | $7,494 | $2,733+174.2% | $1,924+289.4% | $4,869+53.9% |
| Participant deferral / active EE | $11,513 | $3,475+231.3% | $2,794+312.0% | $5,287+117.8% |
| Admin fee / account holder | $1,712 | $6,571-73.9% | $4,815-64.4% | $10,133-83.1% |