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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 | $313,608 | $167,483+87.2% | $115,752+170.9% | $147,586+112.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 17.22% | 12.11%+5.1pp | 19.41%-2.2pp | 578.59%-561.4pp |
| Employer contribution / active EE | $8,255 | $4,960+66.4% | $3,492+136.4% | $4,876+69.3% |
| Participant deferral / active EE | $8,326 | $7,037+18.3% | $5,204+60.0% | $5,439+53.1% |
| Admin fee / account holder | $1,836 | $13,069-86.0% | $6,278-70.8% | $10,886-83.1% |