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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 | $398,692 | $196,972+102.4% | $182,262+118.7% | $198,609+100.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.11% | 158.27%-147.2pp | 140.60%-129.5pp | 202.70%-191.6pp |
| Employer contribution / active EE | $4,420 | $5,364-17.6% | $5,046-12.4% | $5,055-12.6% |
| Participant deferral / active EE | $13,484 | $8,643+56.0% | $8,276+62.9% | $6,977+93.3% |
| Admin fee / account holder | $91,006 | $18,429+393.8% | $16,712+444.6% | $19,030+378.2% |