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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 | $379,831 | $112,112+238.8% | $95,956+295.8% | $158,950+139.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.09% | 171.15%-157.1pp | 91.63%-77.5pp | 302.91%-288.8pp |
| Employer contribution / active EE | $6,739 | $3,199+110.7% | $2,541+165.2% | $4,762+41.5% |
| Participant deferral / active EE | $22,590 | $4,784+372.2% | $4,167+442.2% | $5,983+277.6% |
| Admin fee / account holder | $1,428 | $10,134-85.9% | $6,797-79.0% | $11,248-87.3% |