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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 | $387,747 | $114,119+239.8% | $107,187+261.7% | $138,895+179.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 11.89% | 273.21%-261.3pp | 204.55%-192.7pp | 145.39%-133.5pp |
| Employer contribution / active EE | $9,075 | $4,059+123.6% | $3,782+139.9% | $4,194+116.4% |
| Participant deferral / active EE | $10,992 | $5,538+98.5% | $5,096+115.7% | $6,396+71.8% |
| Admin fee / account holder | $364,323 | $10,024+3534.6% | $9,162+3876.3% | $12,562+2800.2% |