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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 | $400,983 | $114,013+251.7% | $103,693+286.7% | $155,188+158.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 10.40% | 49.31%-38.9pp | 47.61%-37.2pp | 148.84%-138.4pp |
| Employer contribution / active EE | $8,108 | $3,131+158.9% | $2,920+177.6% | $4,248+90.9% |
| Participant deferral / active EE | $14,005 | $4,970+181.8% | $4,579+205.8% | $6,531+114.4% |
| Admin fee / account holder | $39,607 | $8,407+371.1% | $7,858+404.0% | $14,480+173.5% |