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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 | $323,629 | $73,421+340.8% | $66,439+387.1% | $155,188+108.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 8.63% | 1382.37%-1373.7pp | 757.66%-749.0pp | 148.84%-140.2pp |
| Employer contribution / active EE | $7,558 | $3,039+148.7% | $2,637+186.6% | $4,248+77.9% |
| Participant deferral / active EE | $4,478 | $4,680-4.3% | $3,876+15.5% | $6,531-31.4% |
| Admin fee / account holder | $6,871 | $8,856-22.4% | $6,173+11.3% | $14,480-52.6% |