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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 | $265,988 | $97,729+172.2% | $83,830+217.3% | $135,379+96.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 7.67% | 1287.52%-1279.8pp | 850.97%-843.3pp | 519.79%-512.1pp |
| Employer contribution / active EE | $7,712 | $4,222+82.7% | $3,631+112.4% | $4,779+61.4% |
| Participant deferral / active EE | $8,894 | $4,683+89.9% | $4,082+117.9% | $5,609+58.6% |
| Admin fee / account holder | $31,539 | $6,674+372.5% | $5,479+475.7% | $10,828+191.3% |