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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 | $392,227 | $112,121+249.8% | $95,960+308.7% | $158,966+146.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.15% | 171.16%-163.0pp | 91.63%-83.5pp | 302.95%-294.8pp |
| Employer contribution / active EE | $6,399 | $3,199+100.0% | $2,541+151.8% | $4,762+34.4% |
| Participant deferral / active EE | $7,173 | $4,784+49.9% | $4,167+72.2% | $5,983+19.9% |
| Admin fee / account holder | $841 | $10,135-91.7% | $6,797-87.6% | $11,250-92.5% |