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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 | $270,949 | $114,119+137.4% | $107,187+152.8% | $138,895+95.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.26% | 273.21%-258.9pp | 204.55%-190.3pp | 145.39%-131.1pp |
| Employer contribution / active EE | $7,155 | $4,059+76.3% | $3,782+89.2% | $4,194+70.6% |
| Participant deferral / active EE | $6,924 | $5,538+25.0% | $5,096+35.9% | $6,396+8.3% |
| Admin fee / account holder | $4,761 | $10,024-52.5% | $9,162-48.0% | $12,562-62.1% |