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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 | $278,467 | $103,038+170.3% | $90,324+208.3% | $152,909+82.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.39% | 95.25%-75.9pp | 78.15%-58.8pp | 345.46%-326.1pp |
| Employer contribution / active EE | $9,096 | $3,141+189.6% | $2,856+218.5% | $4,764+90.9% |
| Participant deferral / active EE | $8,168 | $4,282+90.7% | $3,885+110.2% | $5,851+39.6% |
| Admin fee / account holder | $9,366 | $6,177+51.6% | $5,356+74.9% | $11,601-19.3% |