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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 | $333,780 | $100,938+230.7% | $90,461+269.0% | $158,982+109.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.87% | 1727.20%-1717.3pp | 1294.76%-1284.9pp | 302.99%-293.1pp |
| Employer contribution / active EE | $2,463 | $3,691-33.3% | $3,264-24.5% | $4,763-48.3% |
| Participant deferral / active EE | $4,344 | $4,350-0.1% | $3,964+9.6% | $5,983-27.4% |
| Admin fee / account holder | $9,520 | $6,510+46.2% | $5,617+69.5% | $11,252-15.4% |