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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 | $297,868 | $69,248+330.1% | $64,101+364.7% | $139,466+113.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.80% | 45.95%-29.2pp | 33.72%-16.9pp | 373.66%-356.9pp |
| Employer contribution / active EE | $8,390 | $3,185+163.4% | $2,749+205.3% | $4,754+76.5% |
| Participant deferral / active EE | $18,024 | $4,682+284.9% | $3,881+364.4% | $6,712+168.5% |
| Admin fee / account holder | $4,248 | $4,2470% | $3,070+38.4% | $11,409-62.8% |