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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 | $114,013+175.6% | $103,693+203.0% | $155,188+102.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 20.12% | 49.31%-29.2pp | 47.61%-27.5pp | 148.84%-128.7pp |
| Employer contribution / active EE | $11,351 | $3,131+262.5% | $2,920+288.7% | $4,248+167.2% |
| Participant deferral / active EE | $7,235 | $4,970+45.6% | $4,579+58.0% | $6,531+10.8% |
| Admin fee / account holder | $610 | $8,407-92.7% | $7,858-92.2% | $14,480-95.8% |