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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 | $340,334 | $93,345+264.6% | $119,126+185.7% | $87,485+289.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 12.44% | 19.08%-6.6pp | 282.11%-269.7pp | 26.06%-13.6pp |
| Employer contribution / active EE | $18,778 | $3,172+492.1% | $4,034+365.5% | $2,596+623.3% |
| Participant deferral / active EE | $5,154 | $4,099+25.8% | $5,318-3.1% | $4,274+20.6% |
| Admin fee / account holder | $17,409 | $8,039+116.6% | $10,693+62.8% | $7,775+123.9% |