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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 | $548,857 | $106,905+413.4% | $84,020+553.2% | $152,885+259.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 19.91% | 105.00%-85.1pp | 71.31%-51.4pp | 345.39%-325.5pp |
| Employer contribution / active EE | $2,245 | $2,735-17.9% | $1,984+13.2% | $4,763-52.9% |
| Participant deferral / active EE | $13,800 | $4,012+244.0% | $3,239+326.1% | $5,851+135.9% |
| Admin fee / account holder | $2,145 | $8,287-74.1% | $6,101-64.8% | $11,598-81.5% |