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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 | $380,312 | $111,814+240.1% | $103,374+267.9% | $145,959+160.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.48% | 24.77%-15.3pp | 24.89%-15.4pp | 561.95%-552.5pp |
| Employer contribution / active EE | $10,703 | $4,214+154.0% | $3,869+176.6% | $4,661+129.6% |
| Participant deferral / active EE | $8,151 | $5,618+45.1% | $5,058+61.2% | $6,689+21.9% |
| Admin fee / account holder | $21,843 | $9,754+123.9% | $8,394+160.2% | $13,398+63.0% |