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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 | $272,740 | $108,882+150.5% | $96,754+181.9% | $154,746+76.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 13.87% | 98.39%-84.5pp | 82.04%-68.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $17,675 | $3,018+485.6% | $2,679+559.7% | $4,379+303.6% |
| Participant deferral / active EE | $6,894 | $5,323+29.5% | $4,758+44.9% | $6,730+2.4% |
| Admin fee / account holder | $6,787 | $10,200-33.5% | $8,905-23.8% | $14,365-52.8% |