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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 | $333,329 | $171,272+94.6% | $127,803+160.8% | $152,909+118.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 16.67% | 23.54%-6.9pp | 26.14%-9.5pp | 345.46%-328.8pp |
| Employer contribution / active EE | $4,860 | $5,451-10.8% | $4,576+6.2% | $4,764+2.0% |
| Participant deferral / active EE | $10,781 | $7,043+53.1% | $6,023+79.0% | $5,851+84.3% |
| Admin fee / account holder | $89,084 | $14,540+512.7% | $9,399+847.8% | $11,601+667.9% |