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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 | $326,311 | $102,638+217.9% | $81,982+298.0% | $158,982+105.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 39.74% | 61.05%-21.3pp | 41.31%-1.6pp | 302.99%-263.2pp |
| Employer contribution / active EE | $2,053 | $3,241-36.7% | $2,498-17.8% | $4,763-56.9% |
| Participant deferral / active EE | $8,329 | $4,649+79.2% | $3,722+123.8% | $5,983+39.2% |
| Admin fee / account holder | $81,869 | $8,237+893.9% | $5,665+1345.2% | $11,252+627.6% |