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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 | $398,301 | $84,741+370.0% | $75,731+425.9% | $167,553+137.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 15.08% | 199.72%-184.6pp | 104.65%-89.6pp | 478.89%-463.8pp |
| Employer contribution / active EE | $7,077 | $3,230+119.1% | $2,743+158.0% | $4,840+46.2% |
| Participant deferral / active EE | $6,475 | $4,577+41.5% | $3,820+69.5% | $6,343+2.1% |
| Admin fee / account holder | $3,310 | $5,361-38.3% | $3,620-8.6% | $12,316-73.1% |