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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 | $256,193 | $118,695+115.8% | $98,916+159.0% | $158,950+61.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.51% | 372.39%-361.9pp | 196.45%-185.9pp | 302.91%-292.4pp |
| Employer contribution / active EE | $9,151 | $3,333+174.5% | $2,689+240.3% | $4,762+92.2% |
| Participant deferral / active EE | $7,142 | $5,088+40.3% | $4,245+68.2% | $5,983+19.4% |
| Admin fee / account holder | $3,359 | $10,132-66.9% | $6,642-49.4% | $11,248-70.1% |