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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 | $500,647 | $106,923+368.2% | $84,023+495.8% | $152,909+227.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 22.94% | 105.02%-82.1pp | 71.32%-48.4pp | 345.46%-322.5pp |
| Employer contribution / active EE | $2,777 | $2,735+1.5% | $1,984+40.0% | $4,764-41.7% |
| Participant deferral / active EE | $14,500 | $4,013+261.3% | $3,239+347.6% | $5,851+147.8% |
| Admin fee / account holder | $5,411 | $8,289-34.7% | $6,102-11.3% | $11,601-53.4% |