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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 | $350,515 | $109,872+219.0% | $98,483+255.9% | $167,536+109.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 23.91% | 1959.31%-1935.4pp | 1494.38%-1470.5pp | 478.82%-454.9pp |
| Employer contribution / active EE | $5,431 | $3,225+68.4% | $2,961+83.4% | $4,839+12.2% |
| Participant deferral / active EE | $1,884 | $4,673-59.7% | $4,276-55.9% | $6,342-70.3% |
| Admin fee / account holder | $2,588 | $6,757-61.7% | $5,953-56.5% | $12,315-79.0% |