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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 | $358,980 | $211,224+70.0% | $178,505+101.1% | $145,897+146.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.19% | 30.28%-20.1pp | 27.16%-17.0pp | 552.29%-542.1pp |
| Employer contribution / active EE | $14,453 | $4,577+215.8% | $3,955+265.4% | $4,663+210.0% |
| Participant deferral / active EE | $11,967 | $6,966+71.8% | $6,280+90.5% | $6,689+78.9% |
| Admin fee / account holder | $5,962 | $12,109-50.8% | $10,428-42.8% | $13,390-55.5% |