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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 | $351,999 | $152,460+130.9% | $118,746+196.4% | $147,586+138.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 9.67% | 17.41%-7.7pp | 24.54%-14.9pp | 578.59%-568.9pp |
| Employer contribution / active EE | $9,795 | $5,046+94.1% | $4,193+133.6% | $4,876+100.9% |
| Participant deferral / active EE | $10,405 | $6,212+67.5% | $5,332+95.1% | $5,439+91.3% |
| Admin fee / account holder | $60,567 | $16,953+257.3% | $10,720+465.0% | $10,886+456.4% |