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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 | $335,636 | $112,112+199.4% | $95,956+249.8% | $158,950+111.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.23% | 171.15%-155.9pp | 91.63%-76.4pp | 302.91%-287.7pp |
| Employer contribution / active EE | $7,760 | $3,199+142.6% | $2,541+205.4% | $4,762+63.0% |
| Participant deferral / active EE | $8,204 | $4,784+71.5% | $4,167+96.9% | $5,983+37.1% |
| Admin fee / account holder | $1,101 | $10,134-89.1% | $6,797-83.8% | $11,248-90.2% |