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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 | $272,663 | $109,967+147.9% | $97,197+180.5% | $145,877+86.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.65% | 244.27%-227.6pp | 75.47%-58.8pp | 551.28%-534.6pp |
| Employer contribution / active EE | $2,903 | $3,077-5.6% | $2,723+6.6% | $4,663-37.7% |
| Participant deferral / active EE | $11,559 | $4,676+147.2% | $4,263+171.1% | $6,691+72.8% |
| Admin fee / account holder | $1,245 | $6,199-79.9% | $5,637-77.9% | $13,402-90.7% |