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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 | $372,644 | $117,829+216.3% | $102,423+263.8% | $145,877+155.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.60% | 31.83%-22.2pp | 29.42%-19.8pp | 551.28%-541.7pp |
| Employer contribution / active EE | $7,953 | $3,615+120.0% | $3,023+163.1% | $4,663+70.6% |
| Participant deferral / active EE | $4,960 | $5,732-13.5% | $5,054-1.9% | $6,691-25.9% |
| Admin fee / account holder | $117,573 | $13,335+781.7% | $9,455+1143.6% | $13,402+777.3% |