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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 | $258,891 | $100,868+156.7% | $90,414+186.3% | $158,931+62.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.57% | 1724.58%-1709.0pp | 1293.19%-1277.6pp | 302.86%-287.3pp |
| Employer contribution / active EE | $5,924 | $3,689+60.6% | $3,262+81.6% | $4,761+24.4% |
| Participant deferral / active EE | $9,528 | $4,348+119.2% | $3,963+140.4% | $5,982+59.3% |
| Admin fee / account holder | $1,692 | $6,502-74.0% | $5,611-69.8% | $11,247-85.0% |