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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 | $390,223 | $127,387+206.3% | $115,038+239.2% | $125,389+211.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.37% | 31.28%-32.7pp | 26.14%-27.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $10,950 | $5,166+112.0% | $4,608+137.6% | $4,866+125.0% |
| Participant deferral / active EE | $7,421 | $6,423+15.5% | $6,026+23.1% | $5,352+38.7% |
| Admin fee / account holder | $121,090 | $9,516+1172.4% | $8,175+1381.2% | $9,541+1169.2% |