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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 | $378,260 | $108,882+247.4% | $96,754+291.0% | $154,746+144.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 14.47% | 98.39%-83.9pp | 82.04%-67.6pp | 172.34%-157.9pp |
| Employer contribution / active EE | $8,245 | $3,018+173.2% | $2,679+207.7% | $4,379+88.3% |
| Participant deferral / active EE | $22,332 | $5,323+319.6% | $4,758+369.4% | $6,730+231.8% |
| Admin fee / account holder | $2,298 | $10,200-77.5% | $8,905-74.2% | $14,365-84.0% |