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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 | $330,202 | $166,242+98.6% | $165,071+100.0% | $145,884+126.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.09% | 100.44%-86.4pp | 70.17%-56.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $3,537 | $5,283-33.1% | $4,347-18.7% | $4,662-24.1% |
| Participant deferral / active EE | $11,228 | $6,964+61.2% | $6,035+86.0% | $6,690+67.8% |
| Admin fee / account holder | $278,899 | $16,658+1574.2% | $12,695+2096.9% | $13,392+1982.6% |