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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 | $329,787 | $85,766+284.5% | $136,298+142.0% | $70,126+370.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.74% | 31.46%-12.7pp | 5156.27%-5137.5pp | 73.15%-54.4pp |
| Employer contribution / active EE | $10,772 | $2,966+263.2% | $4,696+129.4% | $2,343+359.8% |
| Participant deferral / active EE | $9,604 | $5,051+90.1% | $6,247+53.7% | $3,332+188.2% |
| Admin fee / account holder | $4,664 | $5,421-14.0% | $9,244-49.5% | $4,645+0.4% |