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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 | $279,576 | $110,039+154.1% | $97,260+187.5% | $145,884+91.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.55% | 244.44%-234.9pp | 75.54%-66.0pp | 551.85%-542.3pp |
| Employer contribution / active EE | $3,082 | $3,074+0.2% | $2,721+13.2% | $4,662-33.9% |
| Participant deferral / active EE | $5,340 | $4,674+14.2% | $4,262+25.3% | $6,690-20.2% |
| Admin fee / account holder | $21,669 | $6,204+249.3% | $5,640+284.2% | $13,392+61.8% |