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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 | $315,501 | $106,918+195.1% | $84,021+275.5% | $152,897+106.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 11.11% | 105.01%-93.9pp | 71.32%-60.2pp | 345.43%-334.3pp |
| Employer contribution / active EE | $13,806 | $2,735+404.8% | $1,984+595.9% | $4,764+189.8% |
| Participant deferral / active EE | $16,667 | $4,012+315.4% | $3,239+414.6% | $5,851+184.8% |
| Admin fee / account holder | $1,314 | $8,288-84.1% | $6,102-78.5% | $11,599-88.7% |