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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 | $285,650 | $95,406+199.4% | $185,849+53.7% | $85,847+232.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 19.08% | 23.59%-4.5pp | 122.10%-103.0pp | 318.61%-299.5pp |
| Employer contribution / active EE | $6,896 | $3,314+108.1% | $5,169+33.4% | $2,565+168.8% |
| Participant deferral / active EE | $8,087 | $3,424+136.2% | $5,569+45.2% | $3,952+104.6% |
| Admin fee / account holder | $2,816 | $7,214-61.0% | $16,244-82.7% | $6,261-55.0% |