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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 | $411,579 | $154,209+166.9% | $130,062+216.4% | $139,487+195.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.00% | 32.52%-17.5pp | -137.37%+152.4pp | 373.84%-358.8pp |
| Employer contribution / active EE | $12,008 | $5,292+126.9% | $4,322+177.8% | $4,755+152.5% |
| Participant deferral / active EE | $12,864 | $6,709+91.7% | $5,821+121.0% | $6,713+91.6% |
| Admin fee / account holder | $49,332 | $13,988+252.7% | $10,601+365.4% | $11,407+332.5% |