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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 | $297,382 | $107,363+177.0% | $92,909+220.1% | $152,897+94.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.17% | 145.63%-123.5pp | 109.44%-87.3pp | 345.43%-323.3pp |
| Employer contribution / active EE | $9,718 | $4,222+130.2% | $3,653+166.0% | $4,764+104.0% |
| Participant deferral / active EE | $1,783 | $4,848-63.2% | $4,238-57.9% | $5,851-69.5% |
| Admin fee / account holder | $1,349 | $7,082-80.9% | $5,795-76.7% | $11,599-88.4% |