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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 | $337,911 | $114,119+196.1% | $107,187+215.3% | $138,895+143.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 11.59% | 273.21%-261.6pp | 204.55%-193.0pp | 145.39%-133.8pp |
| Employer contribution / active EE | $17,032 | $4,059+319.6% | $3,782+350.3% | $4,194+306.1% |
| Participant deferral / active EE | $12,020 | $5,538+117.1% | $5,096+135.9% | $6,396+87.9% |
| Admin fee / account holder | $3,663 | $10,024-63.5% | $9,162-60.0% | $12,562-70.8% |