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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 | $330,644 | $123,982+166.7% | $69,701+374.4% | $145,959+126.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 8.16% | 191.01%-182.8pp | 100.32%-92.2pp | 561.95%-553.8pp |
| Employer contribution / active EE | $8,462 | $2,681+215.6% | $1,713+393.9% | $4,661+81.6% |
| Participant deferral / active EE | $8,710 | $4,236+105.6% | $2,887+201.7% | $6,689+30.2% |
| Admin fee / account holder | $2,701 | $7,867-65.7% | $4,717-42.7% | $13,398-79.8% |