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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 | $297,262 | $107,941+175.4% | $91,994+223.1% | $152,909+94.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 20.45% | 89.28%-68.8pp | 69.04%-48.6pp | 345.46%-325.0pp |
| Employer contribution / active EE | $7,561 | $4,212+79.5% | $3,453+119.0% | $4,764+58.7% |
| Participant deferral / active EE | $6,638 | $6,366+4.3% | $5,924+12.0% | $5,851+13.4% |
| Admin fee / account holder | $33,822 | $10,521+221.5% | $7,744+336.8% | $11,601+191.6% |