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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 | $429,111 | $117,846+264.1% | $102,434+318.9% | $145,884+194.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.17% | 31.90%-19.7pp | 29.46%-17.3pp | 551.85%-539.7pp |
| Employer contribution / active EE | $8,327 | $3,615+130.4% | $3,023+175.4% | $4,662+78.6% |
| Participant deferral / active EE | $21,237 | $5,733+270.4% | $5,055+320.1% | $6,690+217.5% |
| Admin fee / account holder | $45,467 | $13,356+240.4% | $9,462+380.5% | $13,392+239.5% |