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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 | $332,485 | $129,737+156.3% | $119,126+179.1% | $154,746+114.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.58% | 379.08%-361.5pp | 282.11%-264.5pp | 172.34%-154.8pp |
| Employer contribution / active EE | $14,021 | $4,375+220.5% | $4,034+247.6% | $4,379+220.2% |
| Participant deferral / active EE | $23,500 | $5,842+302.3% | $5,318+341.9% | $6,730+249.2% |
| Admin fee / account holder | $4,199 | $11,961-64.9% | $10,693-60.7% | $14,365-70.8% |