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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 | $401,668 | $99,079+305.4% | $78,002+414.9% | $273,972+46.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.53% | 217.93%-211.4pp | 425.99%-419.5pp | 41.46%-34.9pp |
| Employer contribution / active EE | $22,849 | $3,308+590.8% | $2,470+825.0% | $4,869+369.3% |
| Participant deferral / active EE | $2,557 | $4,306-40.6% | $3,497-26.9% | $5,287-51.6% |
| Admin fee / account holder | $7,428 | $8,954-17.0% | $5,481+35.5% | $10,133-26.7% |