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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 | $363,335 | $102,595+254.1% | $94,057+286.3% | $154,746+134.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.76% | 583.42%-570.7pp | 480.62%-467.9pp | 172.34%-159.6pp |
| Employer contribution / active EE | $9,892 | $3,147+214.3% | $2,933+237.2% | $4,379+125.9% |
| Participant deferral / active EE | $7,463 | $5,118+45.8% | $4,709+58.5% | $6,730+10.9% |
| Admin fee / account holder | $13,492 | $7,736+74.4% | $7,244+86.2% | $14,365-6.1% |