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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 | $356,062 | $135,956+161.9% | $123,894+187.4% | $273,972+30.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.32% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $3,929 | $5,170-24.0% | $4,617-14.9% | $4,869-19.3% |
| Participant deferral / active EE | $14,039 | $6,343+121.3% | $5,984+134.6% | $5,287+165.5% |
| Admin fee / account holder | $235,219 | $9,817+2295.9% | $8,357+2714.6% | $10,133+2221.4% |