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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 | $331,689 | $96,361+244.2% | $80,607+311.5% | $139,456+137.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.51% | 1350.95%-1338.4pp | 936.11%-923.6pp | 373.45%-360.9pp |
| Employer contribution / active EE | $3,904 | $3,262+19.7% | $2,724+43.3% | $4,753-17.9% |
| Participant deferral / active EE | $8,330 | $5,232+59.2% | $4,448+87.3% | $6,711+24.1% |
| Admin fee / account holder | $3,758 | $6,601-43.1% | $5,379-30.1% | $11,407-67.1% |