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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 | $324,341 | $96,643+235.6% | $86,617+274.5% | $139,456+132.6% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 12.22% | 106.57%-94.3pp | 591.91%-579.7pp | 373.45%-361.2pp |
| Employer contribution / active EE | $7,863 | $3,264+140.9% | $3,023+160.1% | $4,753+65.4% |
| Participant deferral / active EE | $16,287 | $4,835+236.9% | $4,437+267.1% | $6,711+142.7% |
| Admin fee / account holder | $794 | $6,406-87.6% | $5,613-85.9% | $11,407-93.0% |