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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 | $110,410+244.5% | $102,437+271.3% | $145,897+160.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.48% | 24.85%-15.4pp | 24.95%-15.5pp | 552.29%-542.8pp |
| Employer contribution / active EE | $10,703 | $4,217+153.8% | $3,871+176.5% | $4,663+129.6% |
| Participant deferral / active EE | $8,151 | $5,622+45.0% | $5,060+61.1% | $6,689+21.9% |
| Admin fee / account holder | $21,843 | $9,745+124.1% | $8,388+160.4% | $13,390+63.1% |