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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 | $396,045 | $109,872+260.5% | $98,483+302.1% | $167,536+136.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.24% | 1959.31%-1942.1pp | 1494.38%-1477.1pp | 478.82%-461.6pp |
| Employer contribution / active EE | $2,659 | $3,225-17.5% | $2,961-10.2% | $4,839-45.0% |
| Participant deferral / active EE | $4,906 | $4,673+5.0% | $4,276+14.7% | $6,342-22.6% |
| Admin fee / account holder | $385 | $6,757-94.3% | $5,953-93.5% | $12,315-96.9% |