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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 | $109,967+177.4% | $97,197+213.9% | $145,877+109.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.81% | 244.27%-234.5pp | 75.47%-65.7pp | 551.28%-541.5pp |
| Employer contribution / active EE | $3,958 | $3,077+28.6% | $2,723+45.4% | $4,663-15.1% |
| Participant deferral / active EE | $10,637 | $4,676+127.5% | $4,263+149.5% | $6,691+59.0% |
| Admin fee / account holder | $7,172 | $6,199+15.7% | $5,637+27.2% | $13,402-46.5% |