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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 | $334,474 | $85,766+290.0% | $136,298+145.4% | $70,126+377.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 21.66% | 31.46%-9.8pp | 5156.27%-5134.6pp | 73.15%-51.5pp |
| Employer contribution / active EE | $5,594 | $2,966+88.6% | $4,696+19.1% | $2,343+138.8% |
| Participant deferral / active EE | $6,452 | $5,051+27.7% | $6,247+3.3% | $3,332+93.6% |
| Admin fee / account holder | $4,938 | $5,421-8.9% | $9,244-46.6% | $4,645+6.3% |