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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 | $352,501 | $83,337+323.0% | $67,834+419.7% | $273,972+28.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.27% | 259.45%-251.2pp | 138.47%-130.2pp | 41.46%-33.2pp |
| Employer contribution / active EE | $17,986 | $3,287+447.2% | $2,403+648.4% | $4,869+269.4% |
| Participant deferral / active EE | $9,095 | $4,088+122.5% | $3,160+187.9% | $5,287+72.0% |
| Admin fee / account holder | $11,617 | $6,752+72.0% | $4,622+151.3% | $10,133+14.6% |