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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 | $350,884 | $115,814+203.0% | $101,275+246.5% | $158,982+120.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.06% | 56.16%-39.1pp | 46.48%-29.4pp | 302.99%-285.9pp |
| Employer contribution / active EE | $2,102 | $4,176-49.7% | $3,660-42.6% | $4,763-55.9% |
| Participant deferral / active EE | $13,860 | $4,958+179.5% | $4,371+217.1% | $5,983+131.6% |
| Admin fee / account holder | $8,951 | $7,249+23.5% | $5,948+50.5% | $11,252-20.4% |