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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 | $365,841 | $111,878+227.0% | $93,727+290.3% | $145,897+150.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.14% | 204.28%-192.1pp | 133.83%-121.7pp | 552.29%-540.2pp |
| Employer contribution / active EE | $7,322 | $3,092+136.8% | $2,421+202.4% | $4,663+57.0% |
| Participant deferral / active EE | $4,694 | $4,920-4.6% | $4,417+6.3% | $6,689-29.8% |
| Admin fee / account holder | $1,554 | $10,256-84.8% | $8,292-81.3% | $13,390-88.4% |