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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 | $252,794 | $88,702+185.0% | $81,780+209.1% | $145,978+73.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.37% | 1029.12%-1016.8pp | 776.27%-763.9pp | 550.52%-538.1pp |
| Employer contribution / active EE | $6,720 | $3,084+117.9% | $2,914+130.6% | $4,662+44.1% |
| Participant deferral / active EE | $9,433 | $4,645+103.1% | $4,321+118.3% | $6,690+41.0% |
| Admin fee / account holder | $11,442 | $8,414+36.0% | $7,384+55.0% | $13,400-14.6% |