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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 | $110,093+177.1% | $97,295+213.6% | $145,897+109.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.81% | 244.76%-234.9pp | 75.62%-65.8pp | 552.29%-542.5pp |
| Employer contribution / active EE | $3,958 | $3,077+28.6% | $2,723+45.4% | $4,663-15.1% |
| Participant deferral / active EE | $10,637 | $4,678+127.4% | $4,264+149.5% | $6,689+59.0% |
| Admin fee / account holder | $7,172 | $6,212+15.4% | $5,646+27.0% | $13,390-46.4% |