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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 | $688,778 | $100,139+587.8% | $85,187+708.5% | $145,884+372.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.36% | 84.15%-73.8pp | 66.67%-56.3pp | 551.85%-541.5pp |
| Employer contribution / active EE | $3,140 | $3,238-3.0% | $2,732+14.9% | $4,662-32.6% |
| Participant deferral / active EE | $11,899 | $5,296+124.7% | $4,525+163.0% | $6,690+77.9% |
| Admin fee / account holder | $2,523 | $7,262-65.3% | $6,162-59.1% | $13,392-81.2% |