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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 | $294,935 | $100,938+192.2% | $90,461+226.0% | $158,982+85.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.26% | 1727.20%-1711.9pp | 1294.76%-1279.5pp | 302.99%-287.7pp |
| Employer contribution / active EE | $7,100 | $3,691+92.3% | $3,264+117.5% | $4,763+49.1% |
| Participant deferral / active EE | $5,867 | $4,350+34.9% | $3,964+48.0% | $5,983-2.0% |
| Admin fee / account holder | $4,333 | $6,510-33.4% | $5,617-22.8% | $11,252-61.5% |