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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 | $321,007 | $110,801+189.7% | $86,615+270.6% | $167,536+91.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 13.60% | 116.96%-103.4pp | 63.51%-49.9pp | 478.82%-465.2pp |
| Employer contribution / active EE | $8,851 | $3,245+172.8% | $2,496+254.7% | $4,839+82.9% |
| Participant deferral / active EE | $10,007 | $4,547+120.1% | $3,699+170.5% | $6,342+57.8% |
| Admin fee / account holder | $9,007 | $8,417+7.0% | $5,830+54.5% | $12,315-26.9% |