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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 | $326,194 | $110,410+195.4% | $102,437+218.4% | $145,897+123.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.87% | 24.85%-13.0pp | 24.95%-13.1pp | 552.29%-540.4pp |
| Employer contribution / active EE | $15,279 | $4,217+262.3% | $3,871+294.7% | $4,663+227.7% |
| Participant deferral / active EE | $7,086 | $5,622+26.1% | $5,060+40.0% | $6,689+5.9% |
| Admin fee / account holder | $58,705 | $9,745+502.4% | $8,388+599.9% | $13,390+338.4% |