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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 | $376,539 | $111,785+236.8% | $93,669+302.0% | $145,877+158.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.52% | 203.79%-191.3pp | 133.59%-121.1pp | 551.28%-538.8pp |
| Employer contribution / active EE | $8,394 | $3,096+171.1% | $2,424+246.3% | $4,663+80.0% |
| Participant deferral / active EE | $7,562 | $4,919+53.8% | $4,416+71.3% | $6,691+13.0% |
| Admin fee / account holder | $13,615 | $10,256+32.8% | $8,291+64.2% | $13,402+1.6% |