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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 | $388,034 | $115,814+235.0% | $101,275+283.1% | $158,982+144.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.28% | 56.16%-41.9pp | 46.48%-32.2pp | 302.99%-288.7pp |
| Employer contribution / active EE | $15,473 | $4,176+270.5% | $3,660+322.7% | $4,763+224.9% |
| Participant deferral / active EE | $14,912 | $4,958+200.8% | $4,371+241.2% | $5,983+149.2% |
| Admin fee / account holder | $5,611 | $7,249-22.6% | $5,948-5.7% | $11,252-50.1% |