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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 | $307,164 | $111,878+174.6% | $93,727+227.7% | $145,897+110.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.20% | 204.28%-190.1pp | 133.83%-119.6pp | 552.29%-538.1pp |
| Employer contribution / active EE | $6,662 | $3,092+115.4% | $2,421+175.1% | $4,663+42.9% |
| Participant deferral / active EE | $10,572 | $4,920+114.9% | $4,417+139.3% | $6,689+58.0% |
| Admin fee / account holder | $4,271 | $10,256-58.4% | $8,292-48.5% | $13,390-68.1% |