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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 | $336,567 | $100,073+236.3% | $85,126+295.4% | $145,877+130.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.09% | 84.11%-66.0pp | 66.63%-48.5pp | 551.28%-533.2pp |
| Employer contribution / active EE | $12,332 | $3,236+281.0% | $2,731+351.5% | $4,663+164.5% |
| Participant deferral / active EE | $6,657 | $5,294+25.7% | $4,523+47.2% | $6,691-0.5% |
| Admin fee / account holder | $1,256 | $7,261-82.7% | $6,160-79.6% | $13,402-90.6% |