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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 | $326,639 | $124,330+162.7% | $109,173+199.2% | $167,536+95.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.18% | 26.04%-14.9pp | 25.75%-14.6pp | 478.82%-467.6pp |
| Employer contribution / active EE | $22,232 | $4,209+428.2% | $3,723+497.2% | $4,839+359.4% |
| Participant deferral / active EE | $5,149 | $5,256-2.0% | $4,654+10.6% | $6,342-18.8% |
| Admin fee / account holder | $21,467 | $7,974+169.2% | $6,755+217.8% | $12,315+74.3% |