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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 | $278,627 | $105,158+165.0% | $94,672+194.3% | $139,487+99.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.55% | 38.11%-19.6pp | 156.89%-138.3pp | 373.84%-355.3pp |
| Employer contribution / active EE | $4,075 | $4,107-0.8% | $3,673+10.9% | $4,755-14.3% |
| Participant deferral / active EE | $21,468 | $7,599+182.5% | $7,417+189.4% | $6,713+219.8% |
| Admin fee / account holder | $2,308 | $8,972-74.3% | $7,222-68.0% | $11,407-79.8% |