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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 | $446,937 | $154,209+189.8% | $130,062+243.6% | $139,487+220.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.77% | 32.52%-18.8pp | -137.37%+151.1pp | 373.84%-360.1pp |
| Employer contribution / active EE | $8,341 | $5,292+57.6% | $4,322+93.0% | $4,755+75.4% |
| Participant deferral / active EE | $10,332 | $6,709+54.0% | $5,821+77.5% | $6,713+53.9% |
| Admin fee / account holder | $33,505 | $13,988+139.5% | $10,601+216.1% | $11,407+193.7% |