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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 | $265,023 | $107,941+145.5% | $91,994+188.1% | $152,897+73.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 21.15% | 89.28%-68.1pp | 69.04%-47.9pp | 345.43%-324.3pp |
| Employer contribution / active EE | $4,750 | $4,212+12.8% | $3,453+37.6% | $4,764-0.3% |
| Participant deferral / active EE | $12,500 | $6,366+96.4% | $5,924+111.0% | $5,851+113.6% |
| Admin fee / account holder | $2,036 | $10,521-80.6% | $7,744-73.7% | $11,599-82.4% |