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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 | $299,322 | $114,013+162.5% | $103,693+188.7% | $155,188+92.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 9.82% | 49.31%-39.5pp | 47.61%-37.8pp | 148.84%-139.0pp |
| Employer contribution / active EE | $16,957 | $3,131+441.5% | $2,920+480.7% | $4,248+299.2% |
| Participant deferral / active EE | $9,636 | $4,970+93.9% | $4,579+110.4% | $6,531+47.5% |
| Admin fee / account holder | $73,070 | $8,407+769.2% | $7,858+829.9% | $14,480+404.6% |