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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 | $355,341 | $162,812+118.3% | $133,971+165.2% | $158,966+123.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.66% | 41.94%-34.3pp | 45.09%-37.4pp | 302.95%-295.3pp |
| Employer contribution / active EE | $8,289 | $4,976+66.6% | $3,919+111.5% | $4,762+74.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $20,766 | $11,741+76.9% | $8,929+132.6% | $11,250+84.6% |