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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 | $313,046 | $108,942+187.4% | $100,415+211.8% | $145,897+114.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.47% | 58.27%-41.8pp | 49.47%-33.0pp | 552.29%-535.8pp |
| Employer contribution / active EE | $7,047 | $4,422+59.4% | $3,943+78.7% | $4,663+51.1% |
| Participant deferral / active EE | $11,692 | $8,461+38.2% | $8,091+44.5% | $6,689+74.8% |
| Admin fee / account holder | $1,388 | $9,702-85.7% | $7,906-82.4% | $13,390-89.6% |