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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 | $286,691 | $60,128+376.8% | $90,440+217.0% | $79,852+259.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.27% | 71.95%-58.7pp | 1294.38%-1281.1pp | 31.72%-18.5pp |
| Employer contribution / active EE | $7,459 | $2,068+260.6% | $3,263+128.6% | $2,471+201.9% |
| Participant deferral / active EE | $4,873 | $2,939+65.8% | $3,964+22.9% | $3,740+30.3% |
| Admin fee / account holder | $4,532 | $3,977+13.9% | $5,615-19.3% | $5,306-14.6% |