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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 | $364,748 | $112,933+223.0% | $90,970+301.0% | $158,982+129.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 8.42% | 215.82%-207.4pp | 134.60%-126.2pp | 302.99%-294.6pp |
| Employer contribution / active EE | $18,498 | $2,893+539.3% | $2,122+771.8% | $4,763+288.4% |
| Participant deferral / active EE | $4,865 | $4,128+17.9% | $3,373+44.2% | $5,983-18.7% |
| Admin fee / account holder | $3,266 | $8,047-59.4% | $5,961-45.2% | $11,252-71.0% |