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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 | $287,114 | $129,476+121.8% | $93,515+207.0% | $158,982+80.6% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 4.85% | 118.56%-113.7pp | 78.21%-73.4pp | 302.99%-298.1pp |
| Employer contribution / active EE | $7,530 | $2,717+177.2% | $2,077+262.5% | $4,763+58.1% |
| Participant deferral / active EE | $7,213 | $3,916+84.2% | $3,129+130.6% | $5,983+20.6% |
| Admin fee / account holder | $6,375 | $7,396-13.8% | $5,235+21.8% | $11,252-43.3% |