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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 | $351,945 | $154,159+128.3% | $130,026+170.7% | $139,456+152.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 33.77% | 32.50%+1.3pp | -137.26%+171.0pp | 373.45%-339.7pp |
| Employer contribution / active EE | $4,222 | $5,292-20.2% | $4,321-2.3% | $4,753-11.2% |
| Participant deferral / active EE | $10,790 | $6,710+60.8% | $5,821+85.4% | $6,711+60.8% |
| Admin fee / account holder | $41,325 | $14,001+195.2% | $10,608+289.6% | $11,407+262.3% |