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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 | $330,697 | $95,601+245.9% | $77,183+328.5% | $139,456+137.1% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 22.16% | 54.96%-32.8pp | 37.89%-15.7pp | 373.45%-351.3pp |
| Employer contribution / active EE | $9,889 | $3,145+214.4% | $2,534+290.3% | $4,753+108.1% |
| Participant deferral / active EE | $12,165 | $4,623+163.2% | $3,833+217.4% | $6,711+81.3% |
| Admin fee / account holder | $3,473 | $8,302-58.2% | $5,475-36.6% | $11,407-69.6% |