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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 | $299,817 | $117,444+155.3% | $99,479+201.4% | $152,909+96.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 11.14% | 31.87%-20.7pp | 30.72%-19.6pp | 345.46%-334.3pp |
| Employer contribution / active EE | $13,393 | $3,014+344.4% | $2,540+427.2% | $4,764+181.1% |
| Participant deferral / active EE | $9,900 | $4,086+142.3% | $3,619+173.6% | $5,851+69.2% |
| Admin fee / account holder | $79,134 | $7,635+936.4% | $6,253+1165.5% | $11,601+582.1% |