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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 | $413,143 | $112,933+265.8% | $90,970+354.2% | $158,982+159.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.78% | 215.82%-203.0pp | 134.60%-121.8pp | 302.99%-290.2pp |
| Employer contribution / active EE | $9,496 | $2,893+228.2% | $2,122+347.6% | $4,763+99.4% |
| Participant deferral / active EE | $7,414 | $4,128+79.6% | $3,373+119.8% | $5,983+23.9% |
| Admin fee / account holder | $7,267 | $8,047-9.7% | $5,961+21.9% | $11,252-35.4% |