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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 | $333,142 | $211,224+57.7% | $178,505+86.6% | $145,897+128.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.99% | 30.28%-15.3pp | 27.16%-12.2pp | 552.29%-537.3pp |
| Employer contribution / active EE | $4,584 | $4,577+0.2% | $3,955+15.9% | $4,663-1.7% |
| Participant deferral / active EE | $11,080 | $6,966+59.1% | $6,280+76.4% | $6,689+65.6% |
| Admin fee / account holder | $193,064 | $12,109+1494.4% | $10,428+1751.4% | $13,390+1341.8% |