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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 | $299,243 | $100,911+196.5% | $90,440+230.9% | $158,966+88.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.53% | 1726.62%-1715.1pp | 1294.38%-1282.9pp | 302.95%-291.4pp |
| Employer contribution / active EE | $3,659 | $3,690-0.8% | $3,263+12.1% | $4,762-23.2% |
| Participant deferral / active EE | $5,470 | $4,348+25.8% | $3,964+38.0% | $5,983-8.6% |
| Admin fee / account holder | $1,310 | $6,507-79.9% | $5,615-76.7% | $11,250-88.4% |