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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 | $292,516 | $176,786+65.5% | $146,643+99.5% | $167,536+74.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.47% | 24.04%-12.6pp | 22.75%-11.3pp | 478.82%-467.3pp |
| Employer contribution / active EE | $9,050 | $5,161+75.4% | $4,137+118.8% | $4,839+87.0% |
| Participant deferral / active EE | $11,927 | $6,440+85.2% | $5,506+116.6% | $6,342+88.1% |
| Admin fee / account holder | $37,638 | $13,262+183.8% | $10,280+266.1% | $12,315+205.6% |