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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 | $282,713 | $232,540+21.6% | $185,117+52.7% | $147,586+91.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.49% | 43.03%-32.5pp | 40.50%-30.0pp | 578.59%-568.1pp |
| Employer contribution / active EE | $1,395 | $5,195-73.2% | $4,182-66.6% | $4,876-71.4% |
| Participant deferral / active EE | $2,361 | $5,834-59.5% | $5,045-53.2% | $5,439-56.6% |
| Admin fee / account holder | $50,487 | $10,275+391.3% | $8,159+518.8% | $10,886+363.8% |