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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 | $379,480 | $110,039+244.9% | $97,260+290.2% | $145,884+160.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 18.08% | 244.44%-226.4pp | 75.54%-57.5pp | 551.85%-533.8pp |
| Employer contribution / active EE | $3,220 | $3,074+4.7% | $2,721+18.3% | $4,662-30.9% |
| Participant deferral / active EE | $15,938 | $4,674+241.0% | $4,262+274.0% | $6,690+138.2% |
| Admin fee / account holder | $1,016 | $6,204-83.6% | $5,640-82.0% | $13,392-92.4% |