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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 | $269,913 | $72,071+274.5% | $68,368+294.8% | $137,256+96.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.02% | 353.14%-336.1pp | 292.57%-275.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,726 | $2,788+33.6% | $2,649+40.7% | $4,156-10.3% |
| Participant deferral / active EE | $6,430 | $4,410+45.8% | $4,123+56.0% | $6,407+0.4% |
| Admin fee / account holder | $1,358 | $5,336-74.6% | $5,150-73.6% | $12,270-88.9% |