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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 | $386,736 | $96,691+300.0% | $86,656+346.3% | $139,487+177.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.74% | 106.87%-89.1pp | 593.09%-575.4pp | 373.84%-356.1pp |
| Employer contribution / active EE | $13,254 | $3,267+305.7% | $3,025+338.1% | $4,755+178.8% |
| Participant deferral / active EE | $12,542 | $4,838+159.2% | $4,439+182.5% | $6,713+86.8% |
| Admin fee / account holder | $4,494 | $6,414-29.9% | $5,619-20.0% | $11,407-60.6% |