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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 | $267,328 | $96,361+177.4% | $80,607+231.6% | $139,456+91.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.51% | 1350.95%-1331.4pp | 936.11%-916.6pp | 373.45%-353.9pp |
| Employer contribution / active EE | $9,733 | $3,262+198.3% | $2,724+257.3% | $4,753+104.8% |
| Participant deferral / active EE | $7,896 | $5,232+50.9% | $4,448+77.5% | $6,711+17.6% |
| Admin fee / account holder | $1,769 | $6,601-73.2% | $5,379-67.1% | $11,407-84.5% |