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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 | $372,950 | $144,130+158.8% | $117,861+216.4% | $147,586+152.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.37% | 531.20%-521.8pp | 335.11%-325.7pp | 578.59%-569.2pp |
| Employer contribution / active EE | $1,575 | $4,897-67.8% | $3,786-58.4% | $4,876-67.7% |
| Participant deferral / active EE | $15,348 | $5,316+188.7% | $4,482+242.4% | $5,439+182.2% |
| Admin fee / account holder | $32,446 | $10,887+198.0% | $8,021+304.5% | $10,886+198.1% |