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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 | $307,627 | $112,131+174.3% | $95,964+220.6% | $158,982+93.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.93% | 171.19%-161.3pp | 91.64%-81.7pp | 302.99%-293.1pp |
| Employer contribution / active EE | $17,106 | $3,199+434.7% | $2,541+573.1% | $4,763+259.2% |
| Participant deferral / active EE | $4,560 | $4,784-4.7% | $4,167+9.4% | $5,983-23.8% |
| Admin fee / account holder | $2,397 | $10,136-76.4% | $6,797-64.7% | $11,252-78.7% |