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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 | $295,601 | $96,643+205.9% | $86,617+241.3% | $139,456+112.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 27.31% | 106.57%-79.3pp | 591.91%-564.6pp | 373.45%-346.1pp |
| Employer contribution / active EE | $20,583 | $3,264+530.5% | $3,023+580.8% | $4,753+333.1% |
| Participant deferral / active EE | $12,213 | $4,835+152.6% | $4,437+175.2% | $6,711+82.0% |
| Admin fee / account holder | $1,866 | $6,406-70.9% | $5,613-66.7% | $11,407-83.6% |