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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 | $356,142 | $112,933+215.4% | $90,970+291.5% | $158,982+124.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 24.90% | 215.82%-190.9pp | 134.60%-109.7pp | 302.99%-278.1pp |
| Employer contribution / active EE | $6,310 | $2,893+118.1% | $2,122+197.4% | $4,763+32.5% |
| Participant deferral / active EE | $4,612 | $4,128+11.7% | $3,373+36.7% | $5,983-22.9% |
| Admin fee / account holder | $3,133 | $8,047-61.1% | $5,961-47.4% | $11,252-72.2% |