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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 | $329,363 | $135,639+142.8% | $110,241+198.8% | $135,382+143.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 8.29% | 513.21%-504.9pp | 314.75%-306.5pp | 519.77%-511.5pp |
| Employer contribution / active EE | $3,846 | $4,907-21.6% | $3,827+0.5% | $4,779-19.5% |
| Participant deferral / active EE | $5,498 | $5,507-0.2% | $4,672+17.7% | $5,609-2.0% |
| Admin fee / account holder | $17,361 | $11,457+51.5% | $8,548+103.1% | $10,829+60.3% |