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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 | $291,422 | $123,982+135.1% | $69,701+318.1% | $145,959+99.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 11.60% | 191.01%-179.4pp | 100.32%-88.7pp | 561.95%-550.3pp |
| Employer contribution / active EE | $6,450 | $2,681+140.6% | $1,713+276.5% | $4,661+38.4% |
| Participant deferral / active EE | $24,000 | $4,236+466.6% | $2,887+731.3% | $6,689+258.8% |
| Admin fee / account holder | $1,836 | $7,867-76.7% | $4,717-61.1% | $13,398-86.3% |