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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 | $294,442 | $88,778+231.7% | $81,844+259.8% | $145,884+101.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.42% | 1033.03%-1020.6pp | 778.87%-766.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $3,897 | $3,087+26.3% | $2,916+33.6% | $4,662-16.4% |
| Participant deferral / active EE | $6,225 | $4,648+33.9% | $4,323+44.0% | $6,690-6.9% |
| Admin fee / account holder | $1,083 | $8,430-87.1% | $7,355-85.3% | $13,392-91.9% |