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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 | $299,150 | $107,363+178.6% | $92,909+222.0% | $152,897+95.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.02% | 145.63%-121.6pp | 109.44%-85.4pp | 345.43%-321.4pp |
| Employer contribution / active EE | $8,217 | $4,222+94.6% | $3,653+124.9% | $4,764+72.5% |
| Participant deferral / active EE | $12,388 | $4,848+155.5% | $4,238+192.3% | $5,851+111.7% |
| Admin fee / account holder | $2,502 | $7,082-64.7% | $5,795-56.8% | $11,599-78.4% |