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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 | $258,642 | $133,998+93.0% | $112,263+130.4% | $134,545+92.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 4.35% | 47.17%-42.8pp | 27.49%-23.1pp | 418.37%-414.0pp |
| Employer contribution / active EE | $7,785 | $4,040+92.7% | $3,636+114.1% | $4,742+64.2% |
| Participant deferral / active EE | $6,486 | $5,292+22.6% | $4,729+37.1% | $6,401+1.3% |
| Admin fee / account holder | $3,063 | $7,493-59.1% | $6,410-52.2% | $11,431-73.2% |