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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 | $303,684 | $108,882+178.9% | $96,754+213.9% | $154,746+96.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 28.90% | 98.39%-69.5pp | 82.04%-53.1pp | 172.34%-143.4pp |
| Employer contribution / active EE | $24,165 | $3,018+700.7% | $2,679+802.0% | $4,379+451.8% |
| Participant deferral / active EE | $16,415 | $5,323+208.4% | $4,758+245.0% | $6,730+143.9% |
| Admin fee / account holder | $2,014 | $10,200-80.3% | $8,905-77.4% | $14,365-86.0% |