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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 | $378,228 | $102,595+268.7% | $94,057+302.1% | $154,746+144.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.60% | 583.42%-571.8pp | 480.62%-469.0pp | 172.34%-160.7pp |
| Employer contribution / active EE | $17,876 | $3,147+468.0% | $2,933+509.5% | $4,379+308.2% |
| Participant deferral / active EE | $18,852 | $5,118+268.3% | $4,709+300.3% | $6,730+180.1% |
| Admin fee / account holder | $95,662 | $7,736+1136.6% | $7,244+1220.5% | $14,365+565.9% |