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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 | $372,176 | $196,972+88.9% | $182,262+104.2% | $198,609+87.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.46% | 158.27%-147.8pp | 140.60%-130.1pp | 202.70%-192.2pp |
| Employer contribution / active EE | $1,871 | $5,364-65.1% | $5,046-62.9% | $5,055-63.0% |
| Participant deferral / active EE | $7,090 | $8,643-18.0% | $8,276-14.3% | $6,977+1.6% |
| Admin fee / account holder | $250,729 | $18,429+1260.5% | $16,712+1400.3% | $19,030+1217.5% |