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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 | $350,225 | $111,535+214.0% | $105,223+232.8% | $137,256+155.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.50% | 237.85%-223.4pp | 180.65%-166.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $4,543 | $3,939+15.3% | $3,689+23.2% | $4,156+9.3% |
| Participant deferral / active EE | $4,300 | $5,500-21.8% | $5,072-15.2% | $6,407-32.9% |
| Admin fee / account holder | $87,575 | $9,721+800.8% | $8,859+888.6% | $12,270+613.7% |