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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 | $354,209 | $108,942+225.1% | $100,415+252.7% | $145,897+142.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.72% | 58.27%-42.6pp | 49.47%-33.8pp | 552.29%-536.6pp |
| Employer contribution / active EE | $3,030 | $4,422-31.5% | $3,943-23.1% | $4,663-35.0% |
| Participant deferral / active EE | $13,005 | $8,461+53.7% | $8,091+60.7% | $6,689+94.4% |
| Admin fee / account holder | $1,157 | $9,702-88.1% | $7,906-85.4% | $13,390-91.4% |