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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 | $266,222 | $102,638+159.4% | $81,982+224.7% | $158,982+67.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 9.53% | 61.05%-51.5pp | 41.31%-31.8pp | 302.99%-293.5pp |
| Employer contribution / active EE | $6,720 | $3,241+107.4% | $2,498+169.0% | $4,763+41.1% |
| Participant deferral / active EE | $7,521 | $4,649+61.8% | $3,722+102.1% | $5,983+25.7% |
| Admin fee / account holder | $687 | $8,237-91.7% | $5,665-87.9% | $11,252-93.9% |