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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 | $97,125+289.5% | $86,233+338.6% | $137,256+175.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.47% | 74.19%-59.7pp | 61.39%-46.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $8,245 | $2,841+190.2% | $2,504+229.2% | $4,156+98.4% |
| Participant deferral / active EE | $22,332 | $5,180+331.2% | $4,559+389.8% | $6,407+248.6% |
| Admin fee / account holder | $2,298 | $9,725-76.4% | $8,342-72.5% | $12,270-81.3% |