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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 | $348,875 | $135,645+157.2% | $110,243+216.5% | $135,380+157.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 6.17% | 513.24%-507.1pp | 314.76%-308.6pp | 519.81%-513.6pp |
| Employer contribution / active EE | $23,614 | $4,907+381.3% | $3,827+517.1% | $4,779+394.1% |
| Participant deferral / active EE | $5,962 | $5,507+8.3% | $4,672+27.6% | $5,609+6.3% |
| Admin fee / account holder | $2,990 | $11,458-73.9% | $8,548-65.0% | $10,828-72.4% |