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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 | $295,477 | $112,121+163.5% | $95,960+207.9% | $158,966+85.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.52% | 171.16%-149.6pp | 91.63%-70.1pp | 302.95%-281.4pp |
| Employer contribution / active EE | $4,522 | $3,199+41.3% | $2,541+77.9% | $4,762-5.1% |
| Participant deferral / active EE | $9,929 | $4,784+107.5% | $4,167+138.3% | $5,983+65.9% |
| Admin fee / account holder | $1,437 | $10,135-85.8% | $6,797-78.9% | $11,250-87.2% |