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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 | $275,273 | $90,614+203.8% | $76,089+261.8% | $145,877+88.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.07% | 623.80%-607.7pp | 360.94%-344.9pp | 551.28%-535.2pp |
| Employer contribution / active EE | $4,001 | $3,324+20.4% | $2,690+48.7% | $4,663-14.2% |
| Participant deferral / active EE | $8,028 | $5,168+55.3% | $4,259+88.5% | $6,691+20.0% |
| Admin fee / account holder | $2,722 | $8,376-67.5% | $6,418-57.6% | $13,402-79.7% |