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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 | $392,180 | $212,386+84.7% | $199,883+96.2% | $138,895+182.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 13.88% | 47.75%-33.9pp | 43.81%-29.9pp | 145.39%-131.5pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,486 | $9,617-11.8% | $9,138-7.1% | $6,396+32.7% |
| Admin fee / account holder | $327,648 | $18,233+1697.0% | $17,268+1797.5% | $12,562+2508.2% |