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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 | $382,266 | $108,882+251.1% | $96,754+295.1% | $154,746+147.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 10.37% | 98.39%-88.0pp | 82.04%-71.7pp | 172.34%-162.0pp |
| Employer contribution / active EE | $5,365 | $3,018+77.8% | $2,679+100.3% | $4,379+22.5% |
| Participant deferral / active EE | $12,394 | $5,323+132.9% | $4,758+160.5% | $6,730+84.2% |
| Admin fee / account holder | $33,649 | $10,200+229.9% | $8,905+277.9% | $14,365+134.2% |