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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 | $421,842 | $106,918+294.5% | $84,021+402.1% | $152,897+175.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 23.31% | 105.01%-81.7pp | 71.32%-48.0pp | 345.43%-322.1pp |
| Employer contribution / active EE | $14,382 | $2,735+425.8% | $1,984+625.0% | $4,764+201.9% |
| Participant deferral / active EE | $15,137 | $4,012+277.3% | $3,239+367.3% | $5,851+158.7% |
| Admin fee / account holder | $1,682 | $8,288-79.7% | $6,102-72.4% | $11,599-85.5% |