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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 | $338,563 | $109,411+209.4% | $89,435+278.6% | $158,982+113.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.52% | 345.68%-332.2pp | 245.55%-232.0pp | 302.99%-289.5pp |
| Employer contribution / active EE | $13,189 | $3,173+315.7% | $2,587+409.8% | $4,763+176.9% |
| Participant deferral / active EE | $12,632 | $4,600+174.6% | $3,890+224.7% | $5,983+111.1% |
| Admin fee / account holder | $19,821 | $6,159+221.8% | $4,884+305.8% | $11,252+76.2% |