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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 | $314,207 | $70,366+346.5% | $66,674+371.3% | $138,895+126.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 20.12% | 386.41%-366.3pp | 321.24%-301.1pp | 145.39%-125.3pp |
| Employer contribution / active EE | $11,351 | $2,765+310.5% | $2,620+333.2% | $4,194+170.6% |
| Participant deferral / active EE | $7,235 | $4,374+65.4% | $4,084+77.2% | $6,396+13.1% |
| Admin fee / account holder | $610 | $5,262-88.4% | $5,098-88.0% | $12,562-95.1% |