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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 | $340,062 | $109,411+210.8% | $89,435+280.2% | $158,982+113.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.79% | 345.68%-325.9pp | 245.55%-225.8pp | 302.99%-283.2pp |
| Employer contribution / active EE | $12,780 | $3,173+302.8% | $2,587+394.0% | $4,763+168.3% |
| Participant deferral / active EE | $13,562 | $4,600+194.8% | $3,890+248.6% | $5,983+126.7% |
| Admin fee / account holder | $2,912 | $6,159-52.7% | $4,884-40.4% | $11,252-74.1% |