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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 | $261,806 | $103,038+154.1% | $90,324+189.9% | $152,909+71.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.56% | 95.25%-78.7pp | 78.15%-61.6pp | 345.46%-328.9pp |
| Employer contribution / active EE | $6,138 | $3,141+95.4% | $2,856+114.9% | $4,764+28.8% |
| Participant deferral / active EE | $4,698 | $4,282+9.7% | $3,885+20.9% | $5,851-19.7% |
| Admin fee / account holder | $985 | $6,177-84.1% | $5,356-81.6% | $11,601-91.5% |