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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 | $506,071 | $91,198+454.9% | $178,503+183.5% | $79,856+533.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.22% | 24.20%-11.0pp | 151.12%-137.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $8,200 | $3,257+151.8% | $5,011+63.6% | $2,471+231.8% |
| Participant deferral / active EE | $5,519 | $3,237+70.5% | $5,202+6.1% | $3,741+47.6% |
| Admin fee / account holder | $9,846 | $6,748+45.9% | $13,987-29.6% | $5,306+85.5% |