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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 | $306,923 | $65,423+369.1% | $98,477+211.7% | $85,856+257.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.59% | 21.76%-5.2pp | 1493.59%-1477.0pp | 318.58%-302.0pp |
| Employer contribution / active EE | $3,630 | $2,168+67.4% | $2,961+22.6% | $2,565+41.5% |
| Participant deferral / active EE | $7,133 | $3,167+125.2% | $4,276+66.8% | $3,952+80.5% |
| Admin fee / account holder | $2,730 | $4,594-40.6% | $5,951-54.1% | $6,261-56.4% |