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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 | $265,526 | $90,607+193.1% | $79,467+234.1% | $135,380+96.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 7.76% | 977.74%-970.0pp | 718.30%-710.5pp | 519.81%-512.0pp |
| Employer contribution / active EE | $7,214 | $3,068+135.2% | $2,800+157.6% | $4,779+51.0% |
| Participant deferral / active EE | $12,300 | $4,050+203.7% | $3,704+232.1% | $5,609+119.3% |
| Admin fee / account holder | $761 | $5,895-87.1% | $5,104-85.1% | $10,828-93.0% |