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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 | $287,459 | $75,832+279.1% | $147,617+94.7% | $59,633+382.0% |
| Participation rate | 87.8% | 71.6%+16.2pp | 84.6%+3.2pp | 68.7%+19.1pp |
| Annual return | 1.37% | 0.37%+1.0pp | 61.98%-60.6pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $10,267 | $3,485+194.6% | $5,564+84.5% | $2,203+366.1% |
| Participant deferral / active EE | $7,907 | $3,131+152.6% | $4,895+61.5% | $3,192+147.7% |
| Admin fee / account holder | $508 | $5,986-91.5% | $11,612-95.6% | $4,297-88.2% |