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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 | $312,935 | $113,941+174.6% | $94,229+232.1% | $125,389+149.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 2.76% | 5.29%-2.5pp | 10.68%-7.9pp | 282.24%-279.5pp |
| Employer contribution / active EE | $7,904 | $4,727+67.2% | $3,587+120.3% | $4,866+62.4% |
| Participant deferral / active EE | $13,122 | $5,179+153.4% | $4,320+203.7% | $5,352+145.2% |
| Admin fee / account holder | $98,671 | $8,392+1075.8% | $6,269+1473.9% | $9,541+934.2% |