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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 | $293,188 | $103,038+184.5% | $90,324+224.6% | $152,909+91.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.53% | 95.25%-77.7pp | 78.15%-60.6pp | 345.46%-327.9pp |
| Employer contribution / active EE | $40,468 | $3,141+1188.5% | $2,856+1317.1% | $4,764+749.5% |
| Participant deferral / active EE | $22,000 | $4,282+413.8% | $3,885+466.2% | $5,851+276.0% |
| Admin fee / account holder | $1,296 | $6,177-79.0% | $5,356-75.8% | $11,601-88.8% |