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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 | $293,567 | $88,778+230.7% | $81,844+258.7% | $145,884+101.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.52% | 1033.03%-1022.5pp | 778.87%-768.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $3,397 | $3,087+10.0% | $2,916+16.5% | $4,662-27.1% |
| Participant deferral / active EE | $6,794 | $4,648+46.1% | $4,323+57.1% | $6,690+1.6% |
| Admin fee / account holder | $1,835 | $8,430-78.2% | $7,355-75.1% | $13,392-86.3% |