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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 | $352,255 | $106,923+229.4% | $84,023+319.2% | $152,909+130.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.19% | 105.02%-87.8pp | 71.32%-54.1pp | 345.46%-328.3pp |
| Employer contribution / active EE | $17,949 | $2,735+556.2% | $1,984+804.8% | $4,764+276.8% |
| Participant deferral / active EE | $5,932 | $4,013+47.8% | $3,239+83.1% | $5,851+1.4% |
| Admin fee / account holder | $16,190 | $8,289+95.3% | $6,102+165.3% | $11,601+39.6% |