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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 | $368,443 | $90,530+307.0% | $76,030+384.6% | $145,897+152.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.05% | 625.08%-612.0pp | 361.54%-348.5pp | 552.29%-539.2pp |
| Employer contribution / active EE | $3,191 | $3,319-3.9% | $2,688+18.7% | $4,663-31.6% |
| Participant deferral / active EE | $5,579 | $5,164+8.0% | $4,257+31.1% | $6,689-16.6% |
| Admin fee / account holder | $3,103 | $8,383-63.0% | $6,421-51.7% | $13,390-76.8% |