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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 | $258,100 | $88,087+193.0% | $164,866+56.6% | $74,546+246.2% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 16.49% | 17.27%-0.8pp | 69.97%-53.5pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $8,106 | $2,595+212.3% | $4,343+86.7% | $2,624+208.9% |
| Participant deferral / active EE | $3,023 | $4,499-32.8% | $6,033-49.9% | $4,347-30.5% |
| Admin fee / account holder | $17,775 | $2,232+696.5% | $12,689+40.1% | $1,944+814.5% |