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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 | $420,498 | $111,814+276.1% | $93,654+349.0% | $145,959+188.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.52% | 203.30%-192.8pp | 133.34%-122.8pp | 561.95%-551.4pp |
| Employer contribution / active EE | $2,232 | $3,092-27.8% | $2,421-7.8% | $4,661-52.1% |
| Participant deferral / active EE | $7,661 | $4,914+55.9% | $4,413+73.6% | $6,689+14.5% |
| Admin fee / account holder | $1,085 | $10,246-89.4% | $8,282-86.9% | $13,398-91.9% |