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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 | $282,334 | $135,956+107.7% | $123,894+127.9% | $273,972+3.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.64% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $21,069 | $5,170+307.6% | $4,617+356.4% | $4,869+332.7% |
| Participant deferral / active EE | $9,812 | $6,343+54.7% | $5,984+64.0% | $5,287+85.6% |
| Admin fee / account holder | $35,998 | $9,817+266.7% | $8,357+330.7% | $10,133+255.3% |