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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 | $310,404 | $96,691+221.0% | $86,656+258.2% | $139,487+122.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.75% | 106.87%-95.1pp | 593.09%-581.3pp | 373.84%-362.1pp |
| Employer contribution / active EE | $4,308 | $3,267+31.9% | $3,025+42.4% | $4,755-9.4% |
| Participant deferral / active EE | $5,212 | $4,838+7.7% | $4,439+17.4% | $6,713-22.3% |
| Admin fee / account holder | $6,066 | $6,414-5.4% | $5,619+8.0% | $11,407-46.8% |