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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 | $323,091 | $108,942+196.6% | $100,415+221.8% | $145,897+121.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.81% | 58.27%-41.5pp | 49.47%-32.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $3,931 | $4,422-11.1% | $3,943-0.3% | $4,663-15.7% |
| Participant deferral / active EE | $13,833 | $8,461+63.5% | $8,091+71.0% | $6,689+106.8% |
| Admin fee / account holder | $89,539 | $9,702+822.9% | $7,906+1032.5% | $13,390+568.7% |