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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 | $377,537 | $176,794+113.5% | $146,647+157.4% | $167,553+125.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.24% | 24.04%-10.8pp | 22.75%-9.5pp | 478.89%-465.7pp |
| Employer contribution / active EE | $15,356 | $5,161+197.5% | $4,137+271.2% | $4,840+217.3% |
| Participant deferral / active EE | $11,860 | $6,440+84.1% | $5,506+115.4% | $6,343+87.0% |
| Admin fee / account holder | $17,647 | $13,262+33.1% | $10,281+71.7% | $12,316+43.3% |