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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 | $371,002 | $115,814+220.3% | $101,275+266.3% | $158,982+133.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.27% | 56.16%-46.9pp | 46.48%-37.2pp | 302.99%-293.7pp |
| Employer contribution / active EE | $3,333 | $4,176-20.2% | $3,660-8.9% | $4,763-30.0% |
| Participant deferral / active EE | $11,667 | $4,958+135.3% | $4,371+166.9% | $5,983+95.0% |
| Admin fee / account holder | $2,936 | $7,249-59.5% | $5,948-50.6% | $11,252-73.9% |