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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 | $369,530 | $100,911+266.2% | $90,440+308.6% | $158,966+132.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.02% | 1726.62%-1715.6pp | 1294.38%-1283.4pp | 302.95%-291.9pp |
| Employer contribution / active EE | $1,128 | $3,690-69.4% | $3,263-65.4% | $4,762-76.3% |
| Participant deferral / active EE | $960 | $4,348-77.9% | $3,964-75.8% | $5,983-84.0% |
| Admin fee / account holder | $15,749 | $6,507+142.0% | $5,615+180.5% | $11,250+40.0% |