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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 | $123,854+167.0% | $69,623+374.9% | $145,884+126.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 8.16% | 192.35%-184.2pp | 101.23%-93.1pp | 551.85%-543.7pp |
| Employer contribution / active EE | $8,462 | $2,673+216.5% | $1,709+395.2% | $4,662+81.5% |
| Participant deferral / active EE | $8,710 | $4,242+105.3% | $2,890+201.4% | $6,690+30.2% |
| Admin fee / account holder | $2,701 | $7,822-65.5% | $4,696-42.5% | $13,392-79.8% |