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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 | $352,262 | $118,869+196.3% | $96,575+264.8% | $167,518+110.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.91% | 50.49%-40.6pp | 37.79%-27.9pp | 478.71%-468.8pp |
| Employer contribution / active EE | $6,154 | $3,120+97.2% | $2,357+161.1% | $4,838+27.2% |
| Participant deferral / active EE | $12,496 | $4,616+170.7% | $3,849+224.7% | $6,342+97.0% |
| Admin fee / account holder | $2,203 | $8,067-72.7% | $6,182-64.4% | $12,312-82.1% |