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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 | $382,253 | $211,239+81.0% | $178,528+114.1% | $145,877+162.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.72% | 30.22%-19.5pp | 27.11%-16.4pp | 551.28%-540.6pp |
| Employer contribution / active EE | $6,269 | $4,570+37.2% | $3,950+58.7% | $4,663+34.4% |
| Participant deferral / active EE | $15,219 | $6,963+118.6% | $6,278+142.4% | $6,691+127.5% |
| Admin fee / account holder | $45,549 | $12,095+276.6% | $10,419+337.2% | $13,402+239.9% |