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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 | $282,010 | $95,580+195.1% | $76,872+266.9% | $139,466+102.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.86% | 55.00%-44.1pp | 37.90%-27.0pp | 373.66%-362.8pp |
| Employer contribution / active EE | $1,621 | $3,145-48.5% | $2,533-36.0% | $4,754-65.9% |
| Participant deferral / active EE | $10,705 | $4,623+131.6% | $3,832+179.4% | $6,712+59.5% |
| Admin fee / account holder | $131,165 | $8,302+1479.9% | $5,476+2295.2% | $11,409+1049.7% |