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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 | $363,828 | $102,638+254.5% | $81,982+343.8% | $158,982+128.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 9.47% | 61.05%-51.6pp | 41.31%-31.8pp | 302.99%-293.5pp |
| Employer contribution / active EE | $14,145 | $3,241+336.4% | $2,498+466.2% | $4,763+197.0% |
| Participant deferral / active EE | $4,550 | $4,649-2.1% | $3,722+22.2% | $5,983-24.0% |
| Admin fee / account holder | $62,206 | $8,237+655.2% | $5,665+998.1% | $11,252+452.9% |