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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 | $317,610 | $102,663+209.4% | $86,216+268.4% | $139,466+127.7% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.0%+12.9pp | 80.3%+1.5pp |
| Annual return | 13.02% | 1924.52%-1911.5pp | 1169.42%-1156.4pp | 373.66%-360.6pp |
| Employer contribution / active EE | $6,921 | $3,035+128.1% | $2,382+190.6% | $4,754+45.6% |
| Participant deferral / active EE | $5,423 | $4,677+15.9% | $3,986+36.0% | $6,712-19.2% |
| Admin fee / account holder | $2,528 | $8,663-70.8% | $6,853-63.1% | $11,409-77.8% |