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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 | $324,106 | $109,904+194.9% | $97,167+233.6% | $145,959+122.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.22% | 243.43%-235.2pp | 75.27%-67.1pp | 561.95%-553.7pp |
| Employer contribution / active EE | $7,417 | $3,084+140.5% | $2,729+171.8% | $4,661+59.1% |
| Participant deferral / active EE | $4,475 | $4,676-4.3% | $4,264+5.0% | $6,689-33.1% |
| Admin fee / account holder | $8,882 | $6,216+42.9% | $5,650+57.2% | $13,398-33.7% |