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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 | $354,278 | $112,933+213.7% | $90,970+289.4% | $158,982+122.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.95% | 215.82%-198.9pp | 134.60%-117.6pp | 302.99%-286.0pp |
| Employer contribution / active EE | $6,750 | $2,893+133.3% | $2,122+218.1% | $4,763+41.7% |
| Participant deferral / active EE | $5,292 | $4,128+28.2% | $3,373+56.9% | $5,983-11.6% |
| Admin fee / account holder | $15,863 | $8,047+97.1% | $5,961+166.1% | $11,252+41.0% |