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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 | $438,016 | $102,638+326.8% | $81,982+434.3% | $158,982+175.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 10.96% | 61.05%-50.1pp | 41.31%-30.4pp | 302.99%-292.0pp |
| Employer contribution / active EE | $9,814 | $3,241+202.8% | $2,498+292.8% | $4,763+106.0% |
| Participant deferral / active EE | $5,778 | $4,649+24.3% | $3,722+55.2% | $5,983-3.4% |
| Admin fee / account holder | $13,439 | $8,237+63.1% | $5,665+137.2% | $11,252+19.4% |