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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 | $371,390 | $112,933+228.9% | $90,970+308.3% | $158,982+133.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.52% | 215.82%-202.3pp | 134.60%-121.1pp | 302.99%-289.5pp |
| Employer contribution / active EE | $4,171 | $2,893+44.2% | $2,122+96.6% | $4,763-12.4% |
| Participant deferral / active EE | $9,803 | $4,128+137.5% | $3,373+190.6% | $5,983+63.8% |
| Admin fee / account holder | $4,535 | $8,047-43.6% | $5,961-23.9% | $11,252-59.7% |