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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 | $339,146 | $114,093+197.3% | $96,171+252.7% | $167,536+102.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.11% | 190.00%-173.9pp | 192.04%-175.9pp | 478.82%-462.7pp |
| Employer contribution / active EE | $4,073 | $3,429+18.8% | $2,799+45.5% | $4,839-15.8% |
| Participant deferral / active EE | $10,042 | $5,197+93.2% | $4,350+130.8% | $6,342+58.3% |
| Admin fee / account holder | $4,393 | $6,899-36.3% | $5,538-20.7% | $12,315-64.3% |