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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 | $270,298 | $124,314+117.4% | $109,163+147.6% | $167,518+61.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.15% | 26.04%-15.9pp | 25.75%-15.6pp | 478.71%-468.6pp |
| Employer contribution / active EE | $9,993 | $4,209+137.4% | $3,723+168.5% | $4,838+106.5% |
| Participant deferral / active EE | $4,967 | $5,256-5.5% | $4,654+6.7% | $6,342-21.7% |
| Admin fee / account holder | $21,879 | $7,973+174.4% | $6,754+223.9% | $12,312+77.7% |