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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 | $340,284 | $107,363+216.9% | $92,909+266.3% | $152,897+122.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.02% | 145.63%-128.6pp | 109.44%-92.4pp | 345.43%-328.4pp |
| Employer contribution / active EE | $24,096 | $4,222+470.7% | $3,653+559.6% | $4,764+405.8% |
| Participant deferral / active EE | $7,351 | $4,848+51.6% | $4,238+73.4% | $5,851+25.6% |
| Admin fee / account holder | $22,328 | $7,082+215.3% | $5,795+285.3% | $11,599+92.5% |