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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 | $349,641 | $96,524+262.2% | $75,900+360.7% | $152,909+128.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 21.83% | 33.93%-12.1pp | 30.73%-8.9pp | 345.46%-323.6pp |
| Employer contribution / active EE | $6,811 | $3,311+105.7% | $2,501+172.3% | $4,764+43.0% |
| Participant deferral / active EE | $6,500 | $4,554+42.7% | $3,604+80.4% | $5,851+11.1% |
| Admin fee / account holder | $2,770 | $8,082-65.7% | $5,421-48.9% | $11,601-76.1% |