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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 | $276,506 | $98,240+181.5% | $82,312+235.9% | $147,586+87.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.71% | 30.85%-20.1pp | 25.88%-15.2pp | 578.59%-567.9pp |
| Employer contribution / active EE | $7,286 | $3,192+128.3% | $2,428+200.0% | $4,876+49.4% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,253 | $8,563-27.0% | $5,608+11.5% | $10,886-42.6% |