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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 | $348,384 | $135,645+156.8% | $110,243+216.0% | $135,379+157.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 2.05% | 513.24%-511.2pp | 314.76%-312.7pp | 519.79%-517.7pp |
| Employer contribution / active EE | $7,321 | $4,907+49.2% | $3,827+91.3% | $4,779+53.2% |
| Participant deferral / active EE | $3,151 | $5,507-42.8% | $4,672-32.6% | $5,609-43.8% |
| Admin fee / account holder | $13,593 | $11,458+18.6% | $8,548+59.0% | $10,828+25.5% |