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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 | $354,870 | $114,119+211.0% | $107,187+231.1% | $138,895+155.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.90% | 273.21%-257.3pp | 204.55%-188.6pp | 145.39%-129.5pp |
| Employer contribution / active EE | $9,892 | $4,059+143.7% | $3,782+161.5% | $4,194+135.9% |
| Participant deferral / active EE | $11,659 | $5,538+110.5% | $5,096+128.8% | $6,396+82.3% |
| Admin fee / account holder | $897 | $10,024-91.0% | $9,162-90.2% | $12,562-92.9% |