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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 | $255,526 | $127,387+100.6% | $115,038+122.1% | $125,389+103.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.34% | 31.28%-29.9pp | 26.14%-24.8pp | 282.24%-280.9pp |
| Employer contribution / active EE | $14,706 | $5,166+184.7% | $4,608+219.1% | $4,866+202.2% |
| Participant deferral / active EE | $7,418 | $6,423+15.5% | $6,026+23.1% | $5,352+38.6% |
| Admin fee / account holder | $82,619 | $9,516+768.2% | $8,175+910.6% | $9,541+765.9% |