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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 | $90,530+204.1% | $76,030+262.1% | $145,897+88.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.07% | 625.08%-609.0pp | 361.54%-345.5pp | 552.29%-536.2pp |
| Employer contribution / active EE | $4,001 | $3,319+20.5% | $2,688+48.9% | $4,663-14.2% |
| Participant deferral / active EE | $8,028 | $5,164+55.5% | $4,257+88.6% | $6,689+20.0% |
| Admin fee / account holder | $2,722 | $8,383-67.5% | $6,421-57.6% | $13,390-79.7% |