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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 | $313,008 | $125,184+150.0% | $105,607+196.4% | $145,884+114.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.10% | 225.00%-208.9pp | 116.11%-100.0pp | 551.85%-535.8pp |
| Employer contribution / active EE | $2,736 | $3,720-26.4% | $3,167-13.6% | $4,662-41.3% |
| Participant deferral / active EE | $8,824 | $5,714+54.4% | $5,011+76.1% | $6,690+31.9% |
| Admin fee / account holder | $1,678 | $17,133-90.2% | $10,958-84.7% | $13,392-87.5% |