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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 | $396,481 | $129,737+205.6% | $119,126+232.8% | $154,746+156.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.06% | 379.08%-362.0pp | 282.11%-265.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $9,178 | $4,375+109.8% | $4,034+127.5% | $4,379+109.6% |
| Participant deferral / active EE | $7,929 | $5,842+35.7% | $5,318+49.1% | $6,730+17.8% |
| Admin fee / account holder | $7,066 | $11,961-40.9% | $10,693-33.9% | $14,365-50.8% |