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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 | $311,032 | $91,537+239.8% | $130,045+139.2% | $75,173+313.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.80% | -631.55%+648.3pp | -137.30%+154.1pp | 160.72%-143.9pp |
| Employer contribution / active EE | $7,136 | $2,845+150.8% | $4,321+65.1% | $2,671+167.2% |
| Participant deferral / active EE | $14,064 | $4,343+223.9% | $5,820+141.7% | $4,126+240.9% |
| Admin fee / account holder | $1,953 | $6,780-71.2% | $10,600-81.6% | $5,651-65.4% |