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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 | $321,225 | $49,976+542.8% | $66,674+381.8% | $82,637+288.7% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 18.62% | 39.09%-20.5pp | 321.24%-302.6pp | 53.51%-34.9pp |
| Employer contribution / active EE | $14,711 | $1,988+639.9% | $2,620+461.5% | $2,552+476.4% |
| Participant deferral / active EE | $15,760 | $2,847+453.7% | $4,084+285.9% | $4,126+282.0% |
| Admin fee / account holder | $3,200 | $4,594-30.3% | $5,098-37.2% | $7,339-56.4% |