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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 | $293,039 | $114,130+156.8% | $96,192+204.6% | $167,553+74.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.72% | 190.07%-173.4pp | 192.09%-175.4pp | 478.89%-462.2pp |
| Employer contribution / active EE | $2,551 | $3,431-25.6% | $2,799-8.9% | $4,840-47.3% |
| Participant deferral / active EE | $10,338 | $5,198+98.9% | $4,351+137.6% | $6,343+63.0% |
| Admin fee / account holder | $1,941 | $6,901-71.9% | $5,539-65.0% | $12,316-84.2% |