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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 | $304,498 | $155,833+95.4% | $124,693+144.2% | $167,536+81.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.18% | 17.98%-3.8pp | 5144.19%-5130.0pp | 478.82%-464.6pp |
| Employer contribution / active EE | $3,372 | $4,164-19.0% | $3,324+1.4% | $4,839-30.3% |
| Participant deferral / active EE | $8,702 | $5,675+53.3% | $4,615+88.5% | $6,342+37.2% |
| Admin fee / account holder | $19,164 | $9,534+101.0% | $7,494+155.7% | $12,315+55.6% |