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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 | $268,119 | $132,634+102.1% | $115,768+131.6% | $137,256+95.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.22% | 160.70%-146.5pp | 100.46%-86.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $7,385 | $3,360+119.8% | $2,940+151.2% | $4,156+77.7% |
| Participant deferral / active EE | $8,610 | $5,619+53.2% | $4,917+75.1% | $6,407+34.4% |
| Admin fee / account holder | $6,495 | $15,028-56.8% | $12,439-47.8% | $12,270-47.1% |