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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 | $302,683 | $96,691+213.0% | $86,656+249.3% | $139,487+117.0% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 16.76% | 106.87%-90.1pp | 593.09%-576.3pp | 373.84%-357.1pp |
| Employer contribution / active EE | $13,366 | $3,267+309.1% | $3,025+341.8% | $4,755+181.1% |
| Participant deferral / active EE | $15,933 | $4,838+229.3% | $4,439+258.9% | $6,713+137.4% |
| Admin fee / account holder | $1,111 | $6,414-82.7% | $5,619-80.2% | $11,407-90.3% |