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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 | $280,307 | $96,643+190.0% | $86,617+223.6% | $139,456+101.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.19% | 106.57%-94.4pp | 591.91%-579.7pp | 373.45%-361.3pp |
| Employer contribution / active EE | $3,552 | $3,264+8.8% | $3,023+17.5% | $4,753-25.3% |
| Participant deferral / active EE | $13,616 | $4,835+181.6% | $4,437+206.9% | $6,711+102.9% |
| Admin fee / account holder | $26,061 | $6,406+306.8% | $5,613+364.3% | $11,407+128.5% |