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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 | $335,019 | $152,587+119.6% | $125,175+167.6% | $152,870+119.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.93% | 54.84%-29.9pp | 43.79%-18.9pp | 345.34%-320.4pp |
| Employer contribution / active EE | $9,276 | $4,946+87.5% | $3,865+140.0% | $4,763+94.8% |
| Participant deferral / active EE | $19,589 | $5,868+233.8% | $4,937+296.8% | $5,850+234.8% |
| Admin fee / account holder | $13,115 | $13,434-2.4% | $9,702+35.2% | $11,597+13.1% |