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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 | $380,903 | $149,679+154.5% | $117,039+225.5% | $147,586+158.1% |
| Participation rate | 87.5% | 83.5%+4.0pp | 77.2%+10.3pp | 82.8%+4.7pp |
| Annual return | 14.18% | 19.31%-5.1pp | 18.95%-4.8pp | 578.59%-564.4pp |
| Employer contribution / active EE | $2,763 | $4,937-44.0% | $3,785-27.0% | $4,876-43.3% |
| Participant deferral / active EE | $10,421 | $4,912+112.2% | $3,929+165.2% | $5,439+91.6% |
| Admin fee / account holder | $111,805 | $7,856+1323.1% | $5,974+1771.6% | $10,886+927.1% |