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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 | $283,728 | $99,079+186.4% | $78,002+263.7% | $273,972+3.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.11% | 217.93%-210.8pp | 425.99%-418.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $5,833 | $3,308+76.4% | $2,470+136.1% | $4,869+19.8% |
| Participant deferral / active EE | $6,595 | $4,306+53.2% | $3,497+88.6% | $5,287+24.7% |
| Admin fee / account holder | $1,550 | $8,954-82.7% | $5,481-71.7% | $10,133-84.7% |