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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 | $273,767 | $111,787+144.9% | $93,681+192.2% | $145,978+87.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 24.78% | 203.52%-178.7pp | 133.47%-108.7pp | 550.52%-525.7pp |
| Employer contribution / active EE | $8,875 | $3,093+186.9% | $2,422+266.4% | $4,662+90.4% |
| Participant deferral / active EE | $6,316 | $4,918+28.4% | $4,415+43.1% | $6,690-5.6% |
| Admin fee / account holder | $8,801 | $10,256-14.2% | $8,290+6.2% | $13,400-34.3% |