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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 | $376,542 | $117,444+220.6% | $99,479+278.5% | $152,909+146.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 10.35% | 31.87%-21.5pp | 30.72%-20.4pp | 345.46%-335.1pp |
| Employer contribution / active EE | $18,557 | $3,014+515.7% | $2,540+630.5% | $4,764+289.5% |
| Participant deferral / active EE | $2,662 | $4,086-34.9% | $3,619-26.4% | $5,851-54.5% |
| Admin fee / account holder | $17,350 | $7,635+127.2% | $6,253+177.5% | $11,601+49.6% |