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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 | $298,619 | $111,830+167.0% | $93,696+218.7% | $145,884+104.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.00% | 204.08%-187.1pp | 133.74%-116.7pp | 551.85%-534.8pp |
| Employer contribution / active EE | $2,958 | $3,093-4.4% | $2,422+22.1% | $4,662-36.6% |
| Participant deferral / active EE | $15,431 | $4,920+213.6% | $4,417+249.4% | $6,690+130.7% |
| Admin fee / account holder | $325 | $10,249-96.8% | $8,287-96.1% | $13,392-97.6% |