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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 | $269,672 | $76,634+251.9% | $56,054+381.1% | $145,978+84.7% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 7.52% | 3004.33%-2996.8pp | 1705.95%-1698.4pp | 550.52%-543.0pp |
| Employer contribution / active EE | $734 | $1,380-46.9% | $1,039-29.4% | $4,662-84.3% |
| Participant deferral / active EE | $11,641 | $2,622+343.9% | $1,952+496.3% | $6,690+74.0% |
| Admin fee / account holder | $4,043 | $3,321+21.7% | $2,822+43.2% | $13,400-69.8% |