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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 | $400,701 | $104,953+281.8% | $84,637+373.4% | $152,909+162.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 23.73% | 373.94%-350.2pp | 258.82%-235.1pp | 345.46%-321.7pp |
| Employer contribution / active EE | $4,989 | $3,304+51.0% | $2,653+88.0% | $4,764+4.7% |
| Participant deferral / active EE | $3,331 | $4,691-29.0% | $3,900-14.6% | $5,851-43.1% |
| Admin fee / account holder | $8,128 | $6,244+30.2% | $4,914+65.4% | $11,601-29.9% |