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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 | $364,571 | $171,930+112.0% | $151,266+141.0% | $154,746+135.6% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.0%+23.0pp | 80.7%+19.3pp |
| Annual return | 13.42% | 242.03%-228.6pp | 180.60%-167.2pp | 172.34%-158.9pp |
| Employer contribution / active EE | $20,188 | $4,710+328.6% | $4,237+376.5% | $4,379+361.0% |
| Participant deferral / active EE | $12,073 | $8,191+47.4% | $7,337+64.5% | $6,730+79.4% |
| Admin fee / account holder | $102,166 | $15,803+546.5% | $13,159+676.4% | $14,365+611.2% |