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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 | $359,696 | $102,696+250.3% | $86,235+317.1% | $139,487+157.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 22.04% | 1925.91%-1903.9pp | 1170.03%-1148.0pp | 373.84%-351.8pp |
| Employer contribution / active EE | $2,055 | $3,034-32.3% | $2,381-13.7% | $4,755-56.8% |
| Participant deferral / active EE | $2,210 | $4,679-52.8% | $3,987-44.6% | $6,713-67.1% |
| Admin fee / account holder | $14,039 | $8,667+62.0% | $6,856+104.8% | $11,407+23.1% |