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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 | $315,950 | $114,119+176.9% | $107,187+194.8% | $138,895+127.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.01% | 273.21%-256.2pp | 204.55%-187.5pp | 145.39%-128.4pp |
| Employer contribution / active EE | $14,884 | $4,059+266.7% | $3,782+293.5% | $4,194+254.9% |
| Participant deferral / active EE | $19,403 | $5,538+250.4% | $5,096+280.7% | $6,396+203.4% |
| Admin fee / account holder | $3,362 | $10,024-66.5% | $9,162-63.3% | $12,562-73.2% |