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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 | $354,203 | $211,946+67.1% | $169,452+109.0% | $135,380+161.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 11.11% | 3.26%+7.8pp | 1.83%+9.3pp | 519.81%-508.7pp |
| Employer contribution / active EE | $8,000 | $5,117+56.3% | $4,157+92.4% | $4,779+67.4% |
| Participant deferral / active EE | $12,000 | $6,075+97.5% | $5,277+127.4% | $5,609+113.9% |
| Admin fee / account holder | $233,243 | $11,472+1933.2% | $9,110+2460.4% | $10,828+2054.1% |