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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 | $368,704 | $96,678+281.4% | $86,640+325.6% | $139,466+164.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.14% | 106.69%-89.5pp | 592.52%-575.4pp | 373.66%-356.5pp |
| Employer contribution / active EE | $4,684 | $3,265+43.4% | $3,024+54.9% | $4,754-1.5% |
| Participant deferral / active EE | $9,498 | $4,837+96.4% | $4,438+114.0% | $6,712+41.5% |
| Admin fee / account holder | $18,448 | $6,410+187.8% | $5,616+228.5% | $11,409+61.7% |