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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 | $369,501 | $85,766+330.8% | $136,298+171.1% | $70,126+426.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.00% | 31.46%-12.5pp | 5156.27%-5137.3pp | 73.15%-54.1pp |
| Employer contribution / active EE | $9,330 | $2,966+214.5% | $4,696+98.7% | $2,343+298.3% |
| Participant deferral / active EE | $12,760 | $5,051+152.6% | $6,247+104.2% | $3,332+283.0% |
| Admin fee / account holder | $3,086 | $5,421-43.1% | $9,244-66.6% | $4,645-33.6% |