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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 | $338,485 | $103,393+227.4% | $87,103+288.6% | $152,909+121.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 20.66% | 28.10%-7.4pp | 28.19%-7.5pp | 345.46%-324.8pp |
| Employer contribution / active EE | $4,306 | $3,221+33.7% | $2,521+70.8% | $4,764-9.6% |
| Participant deferral / active EE | $6,385 | $4,778+33.6% | $4,049+57.7% | $5,851+9.1% |
| Admin fee / account holder | $32,088 | $12,195+163.1% | $7,491+328.3% | $11,601+176.6% |