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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 | $260,444 | $107,363+142.6% | $92,909+180.3% | $152,897+70.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.86% | 145.63%-121.8pp | 109.44%-85.6pp | 345.43%-321.6pp |
| Employer contribution / active EE | $1,642 | $4,222-61.1% | $3,653-55.1% | $4,764-65.5% |
| Participant deferral / active EE | $12,999 | $4,848+168.1% | $4,238+206.7% | $5,851+122.2% |
| Admin fee / account holder | $12,398 | $7,082+75.1% | $5,795+113.9% | $11,599+6.9% |