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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 | $353,783 | $115,814+205.5% | $101,275+249.3% | $158,982+122.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.12% | 56.16%-37.0pp | 46.48%-27.4pp | 302.99%-283.9pp |
| Employer contribution / active EE | $6,623 | $4,176+58.6% | $3,660+81.0% | $4,763+39.1% |
| Participant deferral / active EE | $6,099 | $4,958+23.0% | $4,371+39.5% | $5,983+1.9% |
| Admin fee / account holder | $1,422 | $7,249-80.4% | $5,948-76.1% | $11,252-87.4% |