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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 | $434,665 | $112,121+287.7% | $95,960+353.0% | $158,966+173.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 39.72% | 171.16%-131.4pp | 91.63%-51.9pp | 302.95%-263.2pp |
| Employer contribution / active EE | $902 | $3,199-71.8% | $2,541-64.5% | $4,762-81.1% |
| Participant deferral / active EE | $6,445 | $4,784+34.7% | $4,167+54.7% | $5,983+7.7% |
| Admin fee / account holder | $20,271 | $10,135+100.0% | $6,797+198.2% | $11,250+80.2% |