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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 | $312,325 | $108,942+186.7% | $100,415+211.0% | $145,897+114.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.24% | 58.27%-44.0pp | 49.47%-35.2pp | 552.29%-538.1pp |
| Employer contribution / active EE | $5,594 | $4,422+26.5% | $3,943+41.9% | $4,663+20.0% |
| Participant deferral / active EE | $7,583 | $8,461-10.4% | $8,091-6.3% | $6,689+13.4% |
| Admin fee / account holder | $730 | $9,702-92.5% | $7,906-90.8% | $13,390-94.5% |