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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 | $297,484 | $171,492+73.5% | $150,734+97.4% | $198,609+49.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 7.26% | 804.70%-797.4pp | 600.81%-593.5pp | 202.70%-195.4pp |
| Employer contribution / active EE | $13,804 | $5,470+152.4% | $4,918+180.7% | $5,055+173.1% |
| Participant deferral / active EE | $7,571 | $6,259+21.0% | $5,610+35.0% | $6,977+8.5% |
| Admin fee / account holder | $8,786 | $17,628-50.2% | $14,905-41.1% | $19,030-53.8% |