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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 | $254,244 | $110,337+130.4% | $102,383+148.3% | $145,877+74.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.10% | 24.83%-12.7pp | 24.94%-12.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $5,220 | $4,216+23.8% | $3,870+34.9% | $4,663+11.9% |
| Participant deferral / active EE | $23,000 | $5,621+309.2% | $5,060+354.6% | $6,691+243.8% |
| Admin fee / account holder | $209,667 | $9,750+2050.5% | $8,391+2398.6% | $13,402+1464.4% |