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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 | $335,142 | $99,652+236.3% | $78,778+325.4% | $147,585+127.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.80% | 47.28%-29.5pp | 35.62%-17.8pp | 578.58%-560.8pp |
| Employer contribution / active EE | $10,430 | $2,796+273.1% | $1,986+425.3% | $4,876+113.9% |
| Participant deferral / active EE | $9,949 | $3,664+171.6% | $2,958+236.3% | $5,439+82.9% |
| Admin fee / account holder | $8,919 | $7,155+24.7% | $5,134+73.7% | $10,886-18.1% |