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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 | $370,443 | $210,698+75.8% | $178,014+108.1% | $145,959+153.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.82% | 386.27%-375.5pp | 294.80%-284.0pp | 561.95%-551.1pp |
| Employer contribution / active EE | $8,954 | $4,567+96.1% | $3,950+126.7% | $4,661+92.1% |
| Participant deferral / active EE | $10,370 | $6,958+49.0% | $6,276+65.2% | $6,689+55.0% |
| Admin fee / account holder | $7,956 | $12,016-33.8% | $10,362-23.2% | $13,398-40.6% |