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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 | $76,522+252.4% | $56,033+381.3% | $145,884+84.9% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 7.52% | 3014.28%-3006.8pp | 1711.38%-1703.9pp | 551.85%-544.3pp |
| Employer contribution / active EE | $734 | $1,382-46.9% | $1,041-29.5% | $4,662-84.3% |
| Participant deferral / active EE | $11,641 | $2,624+343.7% | $1,954+495.8% | $6,690+74.0% |
| Admin fee / account holder | $4,043 | $3,328+21.5% | $2,827+43.0% | $13,392-69.8% |