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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 | $323,116 | $115,814+179.0% | $101,275+219.0% | $158,982+103.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.62% | 56.16%-39.5pp | 46.48%-29.9pp | 302.99%-286.4pp |
| Employer contribution / active EE | $10,569 | $4,176+153.1% | $3,660+188.8% | $4,763+121.9% |
| Participant deferral / active EE | $11,833 | $4,958+138.7% | $4,371+170.7% | $5,983+97.8% |
| Admin fee / account holder | $2,245 | $7,249-69.0% | $5,948-62.3% | $11,252-80.0% |