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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 | $382,964 | $106,918+258.2% | $84,021+355.8% | $152,897+150.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.42% | 105.01%-87.6pp | 71.32%-53.9pp | 345.43%-328.0pp |
| Employer contribution / active EE | $8,680 | $2,735+217.3% | $1,984+337.5% | $4,764+82.2% |
| Participant deferral / active EE | $11,328 | $4,012+182.3% | $3,239+249.7% | $5,851+93.6% |
| Admin fee / account holder | $1,426 | $8,288-82.8% | $6,102-76.6% | $11,599-87.7% |