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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 | $318,609 | $111,785+185.0% | $93,669+240.1% | $145,877+118.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.55% | 203.79%-195.2pp | 133.59%-125.0pp | 551.28%-542.7pp |
| Employer contribution / active EE | $3,932 | $3,096+27.0% | $2,424+62.3% | $4,663-15.7% |
| Participant deferral / active EE | $9,572 | $4,919+94.6% | $4,416+116.8% | $6,691+43.1% |
| Admin fee / account holder | $58,140 | $10,256+466.9% | $8,291+601.2% | $13,402+333.8% |