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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 | $297,671 | $114,119+160.8% | $107,187+177.7% | $138,895+114.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.26% | 273.21%-256.9pp | 204.55%-188.3pp | 145.39%-129.1pp |
| Employer contribution / active EE | $14,735 | $4,059+263.0% | $3,782+289.6% | $4,194+251.3% |
| Participant deferral / active EE | $10,567 | $5,538+90.8% | $5,096+107.4% | $6,396+65.2% |
| Admin fee / account holder | $2,203 | $10,024-78.0% | $9,162-76.0% | $12,562-82.5% |