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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 | $333,324 | $111,814+198.1% | $93,654+255.9% | $145,959+128.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.87% | 203.30%-187.4pp | 133.34%-117.5pp | 561.95%-546.1pp |
| Employer contribution / active EE | $8,861 | $3,092+186.6% | $2,421+266.0% | $4,661+90.1% |
| Participant deferral / active EE | $8,833 | $4,914+79.7% | $4,413+100.2% | $6,689+32.1% |
| Admin fee / account holder | $5,781 | $10,246-43.6% | $8,282-30.2% | $13,398-56.8% |