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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 | $357,029 | $58,241+513.0% | $81,780+336.6% | $80,911+341.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 13.86% | 41.73%-27.9pp | 776.27%-762.4pp | 35.63%-21.8pp |
| Employer contribution / active EE | $31,450 | $2,343+1242.1% | $2,914+979.3% | $2,756+1041.2% |
| Participant deferral / active EE | $3,998 | $3,283+21.8% | $4,321-7.5% | $4,297-7.0% |
| Admin fee / account holder | $5,636 | $4,973+13.3% | $7,384-23.7% | $6,935-18.7% |