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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 | $301,204 | $152,612+97.4% | $125,192+140.6% | $152,897+97.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.11% | 54.85%-34.7pp | 43.79%-23.7pp | 345.43%-325.3pp |
| Employer contribution / active EE | $2,144 | $4,947-56.7% | $3,866-44.5% | $4,764-55.0% |
| Participant deferral / active EE | $6,731 | $5,868+14.7% | $4,937+36.3% | $5,851+15.0% |
| Admin fee / account holder | $3,901 | $13,437-71.0% | $9,704-59.8% | $11,599-66.4% |