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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 | $299,785 | $112,121+167.4% | $95,960+212.4% | $158,966+88.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.92% | 171.16%-155.2pp | 91.63%-75.7pp | 302.95%-287.0pp |
| Employer contribution / active EE | $2,403 | $3,199-24.9% | $2,541-5.5% | $4,762-49.5% |
| Participant deferral / active EE | $10,073 | $4,784+110.5% | $4,167+141.7% | $5,983+68.3% |
| Admin fee / account holder | $4,179 | $10,135-58.8% | $6,797-38.5% | $11,250-62.9% |