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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 | $293,806 | $95,580+207.4% | $76,872+282.2% | $139,466+110.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.59% | 55.00%-42.4pp | 37.90%-25.3pp | 373.66%-361.1pp |
| Employer contribution / active EE | $3,750 | $3,145+19.2% | $2,533+48.0% | $4,754-21.1% |
| Participant deferral / active EE | $7,500 | $4,623+62.2% | $3,832+95.7% | $6,712+11.7% |
| Admin fee / account holder | $3,518 | $8,302-57.6% | $5,476-35.8% | $11,409-69.2% |