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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 | $359,210 | $107,941+232.8% | $91,994+290.5% | $152,897+134.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 19.54% | 89.28%-69.7pp | 69.04%-49.5pp | 345.43%-325.9pp |
| Employer contribution / active EE | $3,463 | $4,212-17.8% | $3,453+0.3% | $4,764-27.3% |
| Participant deferral / active EE | $13,713 | $6,366+115.4% | $5,924+131.5% | $5,851+134.4% |
| Admin fee / account holder | $69,808 | $10,521+563.5% | $7,744+801.5% | $11,599+501.8% |