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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 | $338,575 | $96,388+251.3% | $80,627+319.9% | $139,466+142.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.93% | 1352.08%-1337.2pp | 936.76%-921.8pp | 373.66%-358.7pp |
| Employer contribution / active EE | $1,889 | $3,260-42.1% | $2,723-30.6% | $4,754-60.3% |
| Participant deferral / active EE | $8,800 | $5,224+68.4% | $4,443+98.1% | $6,712+31.1% |
| Admin fee / account holder | $29,031 | $6,603+339.7% | $5,381+439.5% | $11,409+154.5% |