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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 | $309,870 | $99,652+211.0% | $78,778+293.3% | $147,586+110.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.98% | 47.28%-28.3pp | 35.62%-16.6pp | 578.59%-559.6pp |
| Employer contribution / active EE | $11,692 | $2,796+318.2% | $1,986+488.8% | $4,876+139.8% |
| Participant deferral / active EE | $13,148 | $3,664+258.9% | $2,958+344.5% | $5,439+141.8% |
| Admin fee / account holder | $1,127 | $7,155-84.2% | $5,134-78.0% | $10,886-89.6% |