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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 | $458,831 | $127,790+259.1% | $106,554+330.6% | $167,553+173.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 11.69% | 33.88%-22.2pp | 26.80%-15.1pp | 478.89%-467.2pp |
| Employer contribution / active EE | $16,111 | $3,427+370.1% | $2,819+471.5% | $4,840+232.9% |
| Participant deferral / active EE | $10,689 | $5,088+110.1% | $4,398+143.0% | $6,343+68.5% |
| Admin fee / account holder | $24,803 | $11,231+120.9% | $7,408+234.8% | $12,316+101.4% |