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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 | $292,015 | $111,814+161.2% | $93,654+211.8% | $145,959+100.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.37% | 203.30%-190.9pp | 133.34%-121.0pp | 561.95%-549.6pp |
| Employer contribution / active EE | $3,750 | $3,092+21.3% | $2,421+54.9% | $4,661-19.5% |
| Participant deferral / active EE | $8,000 | $4,914+62.8% | $4,413+81.3% | $6,689+19.6% |
| Admin fee / account holder | $6,850 | $10,246-33.1% | $8,282-17.3% | $13,398-48.9% |