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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 | $283,717 | $109,411+159.3% | $89,435+217.2% | $158,982+78.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.15% | 345.68%-329.5pp | 245.55%-229.4pp | 302.99%-286.8pp |
| Employer contribution / active EE | $3,790 | $3,173+19.4% | $2,587+46.5% | $4,763-20.4% |
| Participant deferral / active EE | $9,333 | $4,600+102.9% | $3,890+139.9% | $5,983+56.0% |
| Admin fee / account holder | $2,619 | $6,159-57.5% | $4,884-46.4% | $11,252-76.7% |