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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 | $435,616 | $106,247+310.0% | $96,515+351.3% | $139,466+212.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.81% | 38.47%-26.7pp | 35.73%-23.9pp | 373.66%-361.9pp |
| Employer contribution / active EE | $9,340 | $4,106+127.5% | $3,740+149.8% | $4,754+96.5% |
| Participant deferral / active EE | $8,714 | $5,456+59.7% | $4,880+78.6% | $6,712+29.8% |
| Admin fee / account holder | $127,637 | $7,885+1518.7% | $6,735+1795.0% | $11,409+1018.8% |