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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 | $308,180 | $118,877+159.2% | $96,570+219.1% | $167,536+83.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.16% | 50.50%-39.3pp | 37.79%-26.6pp | 478.82%-467.7pp |
| Employer contribution / active EE | $10,000 | $3,121+220.4% | $2,357+324.2% | $4,839+106.7% |
| Participant deferral / active EE | $11,694 | $4,617+153.3% | $3,849+203.8% | $6,342+84.4% |
| Admin fee / account holder | $3,349 | $8,069-58.5% | $6,182-45.8% | $12,315-72.8% |