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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 | $123,750+167.2% | $69,611+375.0% | $145,877+126.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 8.16% | 192.03%-183.9pp | 101.14%-93.0pp | 551.28%-543.1pp |
| Employer contribution / active EE | $8,462 | $2,672+216.7% | $1,709+395.3% | $4,663+81.5% |
| Participant deferral / active EE | $8,710 | $4,243+105.3% | $2,891+201.3% | $6,691+30.2% |
| Admin fee / account holder | $2,701 | $7,817-65.4% | $4,696-42.5% | $13,402-79.8% |