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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 | $335,809 | $100,147+235.3% | $81,286+313.1% | $145,877+130.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.04% | 34.44%-21.4pp | 24.80%-11.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $10,898 | $2,977+266.1% | $2,463+342.5% | $4,663+133.7% |
| Participant deferral / active EE | $9,141 | $4,607+98.4% | $3,883+135.4% | $6,691+36.6% |
| Admin fee / account holder | $23,028 | $8,201+180.8% | $5,764+299.5% | $13,402+71.8% |