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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 | $313,024 | $149,778+109.0% | $118,946+163.2% | $158,950+96.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 8.74% | 19.95%-11.2pp | 35.89%-27.1pp | 302.91%-294.2pp |
| Employer contribution / active EE | $8,513 | $4,117+106.8% | $3,263+160.9% | $4,762+78.8% |
| Participant deferral / active EE | $8,758 | $5,225+67.6% | $4,266+105.3% | $5,983+46.4% |
| Admin fee / account holder | $189,677 | $8,604+2104.4% | $6,581+2782.2% | $11,248+1586.3% |