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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 | $306,461 | $121,701+151.8% | $104,639+192.9% | $158,982+92.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.92% | 465.72%-450.8pp | 340.67%-325.7pp | 302.99%-288.1pp |
| Employer contribution / active EE | $11,077 | $3,165+249.9% | $2,682+313.0% | $4,763+132.6% |
| Participant deferral / active EE | $8,250 | $4,176+97.6% | $3,738+120.7% | $5,983+37.9% |
| Admin fee / account holder | $1,014 | $7,778-87.0% | $6,465-84.3% | $11,252-91.0% |