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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 | $330,628 | $100,938+227.6% | $90,461+265.5% | $158,982+108.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.75% | 1727.20%-1717.5pp | 1294.76%-1285.0pp | 302.99%-293.2pp |
| Employer contribution / active EE | $1,701 | $3,691-53.9% | $3,264-47.9% | $4,763-64.3% |
| Participant deferral / active EE | $4,386 | $4,350+0.8% | $3,964+10.6% | $5,983-26.7% |
| Admin fee / account holder | $11,305 | $6,510+73.7% | $5,617+101.3% | $11,252+0.5% |