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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 | $301,334 | $112,112+168.8% | $95,956+214.0% | $158,950+89.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.05% | 171.15%-157.1pp | 91.63%-77.6pp | 302.91%-288.9pp |
| Employer contribution / active EE | $12,427 | $3,199+288.5% | $2,541+389.0% | $4,762+161.0% |
| Participant deferral / active EE | $5,566 | $4,784+16.3% | $4,167+33.6% | $5,983-7.0% |
| Admin fee / account holder | $4,006 | $10,134-60.5% | $6,797-41.1% | $11,248-64.4% |