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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 | $285,277 | $111,787+155.2% | $93,681+204.5% | $145,978+95.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.33% | 203.52%-193.2pp | 133.47%-123.1pp | 550.52%-540.2pp |
| Employer contribution / active EE | $2,160 | $3,093-30.2% | $2,422-10.8% | $4,662-53.7% |
| Participant deferral / active EE | $8,750 | $4,918+77.9% | $4,415+98.2% | $6,690+30.8% |
| Admin fee / account holder | $3,656 | $10,256-64.4% | $8,290-55.9% | $13,400-72.7% |