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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 | $370,134 | $108,912+239.8% | $100,383+268.7% | $145,959+153.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 25.38% | 57.96%-32.6pp | 49.26%-23.9pp | 561.95%-536.6pp |
| Employer contribution / active EE | $1,361 | $4,423-69.2% | $3,944-65.5% | $4,661-70.8% |
| Participant deferral / active EE | $4,442 | $8,451-47.4% | $8,086-45.1% | $6,689-33.6% |
| Admin fee / account holder | $34,540 | $9,690+256.4% | $7,900+337.2% | $13,398+157.8% |