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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 | $430,187 | $154,193+179.0% | $130,045+230.8% | $139,466+208.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.39% | 32.51%-18.1pp | -137.30%+151.7pp | 373.66%-359.3pp |
| Employer contribution / active EE | $5,099 | $5,292-3.6% | $4,321+18.0% | $4,754+7.3% |
| Participant deferral / active EE | $10,390 | $6,709+54.9% | $5,820+78.5% | $6,712+54.8% |
| Admin fee / account holder | $52,175 | $13,989+273.0% | $10,600+392.2% | $11,409+357.3% |