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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 | $110,093+194.4% | $97,295+233.1% | $145,897+122.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.22% | 244.76%-236.5pp | 75.62%-67.4pp | 552.29%-544.1pp |
| Employer contribution / active EE | $7,417 | $3,077+141.0% | $2,723+172.4% | $4,663+59.1% |
| Participant deferral / active EE | $4,475 | $4,678-4.3% | $4,264+5.0% | $6,689-33.1% |
| Admin fee / account holder | $8,882 | $6,212+43.0% | $5,646+57.3% | $13,390-33.7% |