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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 | $255,142 | $109,411+133.2% | $89,435+185.3% | $158,982+60.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.33% | 345.68%-334.3pp | 245.55%-234.2pp | 302.99%-291.7pp |
| Employer contribution / active EE | $15,994 | $3,173+404.1% | $2,587+518.2% | $4,763+235.8% |
| Participant deferral / active EE | $12,090 | $4,600+162.8% | $3,890+210.8% | $5,983+102.1% |
| Admin fee / account holder | $2,990 | $6,159-51.4% | $4,884-38.8% | $11,252-73.4% |