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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 | $340,596 | $123,859+175.0% | $69,632+389.1% | $145,897+133.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 12.67% | 192.49%-179.8pp | 101.32%-88.7pp | 552.29%-539.6pp |
| Employer contribution / active EE | $6,993 | $2,673+161.6% | $1,708+309.3% | $4,663+50.0% |
| Participant deferral / active EE | $5,577 | $4,242+31.5% | $2,889+93.0% | $6,689-16.6% |
| Admin fee / account holder | $7,729 | $7,817-1.1% | $4,695+64.6% | $13,390-42.3% |