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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 | $297,407 | $114,119+160.6% | $107,187+177.5% | $138,895+114.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 32.99% | 273.21%-240.2pp | 204.55%-171.6pp | 145.39%-112.4pp |
| Employer contribution / active EE | $9,006 | $4,059+121.9% | $3,782+138.1% | $4,194+114.7% |
| Participant deferral / active EE | $9,440 | $5,538+70.5% | $5,096+85.2% | $6,396+47.6% |
| Admin fee / account holder | $5,937 | $10,024-40.8% | $9,162-35.2% | $12,562-52.7% |