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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 | $407,273 | $166,131+145.2% | $164,975+146.9% | $145,877+179.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.89% | 100.37%-90.5pp | 70.12%-60.2pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,883 | $5,276-64.3% | $4,343-56.7% | $4,663-59.6% |
| Participant deferral / active EE | $9,125 | $6,962+31.1% | $6,033+51.2% | $6,691+36.4% |
| Admin fee / account holder | $18,750 | $16,648+12.6% | $12,688+47.8% | $13,402+39.9% |