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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 | $289,779 | $84,741+242.0% | $75,731+282.6% | $167,553+72.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 16.90% | 199.72%-182.8pp | 104.65%-87.7pp | 478.89%-462.0pp |
| Employer contribution / active EE | $17,907 | $3,230+454.3% | $2,743+552.8% | $4,840+270.0% |
| Participant deferral / active EE | $5,969 | $4,577+30.4% | $3,820+56.3% | $6,343-5.9% |
| Admin fee / account holder | $1,001 | $5,361-81.3% | $3,620-72.4% | $12,316-91.9% |