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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 | $258,533 | $60,139+329.9% | $90,461+185.8% | $79,856+223.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.10% | 71.96%-55.9pp | 1294.76%-1278.7pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,987 | $2,069+44.4% | $3,264-8.5% | $2,471+20.9% |
| Participant deferral / active EE | $6,074 | $2,939+106.7% | $3,964+53.2% | $3,741+62.4% |
| Admin fee / account holder | $9,134 | $3,978+129.6% | $5,617+62.6% | $5,306+72.1% |