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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 | $342,712 | $95,580+258.6% | $76,872+345.8% | $139,466+145.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.81% | 55.00%-44.2pp | 37.90%-27.1pp | 373.66%-362.9pp |
| Employer contribution / active EE | $18,751 | $3,145+496.2% | $2,533+640.2% | $4,754+294.4% |
| Participant deferral / active EE | $6,506 | $4,623+40.8% | $3,832+69.8% | $6,712-3.1% |
| Admin fee / account holder | $1,762 | $8,302-78.8% | $5,476-67.8% | $11,409-84.6% |