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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 | $367,103 | $106,923+243.3% | $84,023+336.9% | $152,909+140.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.94% | 105.02%-87.1pp | 71.32%-53.4pp | 345.46%-327.5pp |
| Employer contribution / active EE | $1,785 | $2,735-34.8% | $1,984-10.0% | $4,764-62.5% |
| Participant deferral / active EE | $2,447 | $4,013-39.0% | $3,239-24.5% | $5,851-58.2% |
| Admin fee / account holder | $19,252 | $8,289+132.3% | $6,102+215.5% | $11,601+66.0% |