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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 | $343,452 | $154,193+122.7% | $130,045+164.1% | $139,466+146.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.91% | 32.51%-12.6pp | -137.30%+157.2pp | 373.66%-353.8pp |
| Employer contribution / active EE | $8,409 | $5,292+58.9% | $4,321+94.6% | $4,754+76.9% |
| Participant deferral / active EE | $10,076 | $6,709+50.2% | $5,820+73.1% | $6,712+50.1% |
| Admin fee / account holder | $1,016 | $13,989-92.7% | $10,600-90.4% | $11,409-91.1% |