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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 | $350,329 | $107,368+226.3% | $92,915+277.0% | $152,909+129.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.03% | 145.64%-123.6pp | 109.45%-87.4pp | 345.46%-323.4pp |
| Employer contribution / active EE | $1,669 | $4,222-60.5% | $3,653-54.3% | $4,764-65.0% |
| Participant deferral / active EE | $9,422 | $4,848+94.4% | $4,238+122.3% | $5,851+61.0% |
| Admin fee / account holder | $22,310 | $7,082+215.0% | $5,796+284.9% | $11,601+92.3% |