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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 | $470,153 | $176,786+165.9% | $146,643+220.6% | $167,536+180.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.94% | 24.04%-12.1pp | 22.75%-10.8pp | 478.82%-466.9pp |
| Employer contribution / active EE | $5,966 | $5,161+15.6% | $4,137+44.2% | $4,839+23.3% |
| Participant deferral / active EE | $2,808 | $6,440-56.4% | $5,506-49.0% | $6,342-55.7% |
| Admin fee / account holder | $48,491 | $13,262+265.7% | $10,280+371.7% | $12,315+293.8% |