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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 | $342,969 | $176,794+94.0% | $146,647+133.9% | $167,553+104.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.14% | 24.04%-12.9pp | 22.75%-11.6pp | 478.89%-467.7pp |
| Employer contribution / active EE | $7,754 | $5,161+50.2% | $4,137+87.4% | $4,840+60.2% |
| Participant deferral / active EE | $10,550 | $6,440+63.8% | $5,506+91.6% | $6,343+66.3% |
| Admin fee / account holder | $1,602 | $13,262-87.9% | $10,281-84.4% | $12,316-87.0% |