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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 | $253,926 | $100,073+153.7% | $85,126+198.3% | $145,877+74.1% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 14.26% | 84.11%-69.8pp | 66.63%-52.4pp | 551.28%-537.0pp |
| Employer contribution / active EE | $17,375 | $3,236+436.9% | $2,731+536.1% | $4,663+272.6% |
| Participant deferral / active EE | $7,046 | $5,294+33.1% | $4,523+55.8% | $6,691+5.3% |
| Admin fee / account holder | $6,899 | $7,261-5.0% | $6,160+12.0% | $13,402-48.5% |