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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 | $253,646 | $95,664+165.1% | $76,902+229.8% | $139,487+81.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.19% | 55.03%-38.8pp | 37.91%-21.7pp | 373.84%-357.7pp |
| Employer contribution / active EE | $6,902 | $3,147+119.3% | $2,534+172.4% | $4,755+45.2% |
| Participant deferral / active EE | $8,692 | $4,626+87.9% | $3,833+126.8% | $6,713+29.5% |
| Admin fee / account holder | $4,624 | $8,311-44.4% | $5,479-15.6% | $11,407-59.5% |