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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 | $281,351 | $60,139+367.8% | $90,461+211.0% | $79,856+252.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.02% | 71.96%-57.9pp | 1294.76%-1280.7pp | 31.71%-17.7pp |
| Employer contribution / active EE | $3,940 | $2,069+90.5% | $3,264+20.7% | $2,471+59.5% |
| Participant deferral / active EE | $10,578 | $2,939+259.9% | $3,964+166.8% | $3,741+182.8% |
| Admin fee / account holder | $1,798 | $3,978-54.8% | $5,617-68.0% | $5,306-66.1% |