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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 | $305,086 | $109,904+177.6% | $97,167+214.0% | $145,959+109.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.81% | 243.43%-233.6pp | 75.27%-65.5pp | 561.95%-552.1pp |
| Employer contribution / active EE | $3,958 | $3,084+28.3% | $2,729+45.0% | $4,661-15.1% |
| Participant deferral / active EE | $10,637 | $4,676+127.5% | $4,264+149.5% | $6,689+59.0% |
| Admin fee / account holder | $7,172 | $6,216+15.4% | $5,650+26.9% | $13,398-46.5% |