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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 | $297,795 | $96,678+208.0% | $86,640+243.7% | $139,466+113.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.88% | 106.69%-95.8pp | 592.52%-581.6pp | 373.66%-362.8pp |
| Employer contribution / active EE | $2,250 | $3,265-31.1% | $3,024-25.6% | $4,754-52.7% |
| Participant deferral / active EE | $22,787 | $4,837+371.1% | $4,438+413.4% | $6,712+239.5% |
| Admin fee / account holder | $6,183 | $6,410-3.5% | $5,616+10.1% | $11,409-45.8% |