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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 | $256,519 | $155,833+64.6% | $124,693+105.7% | $167,536+53.1% |
| Participation rate | 91.7% | 81.1%+10.6pp | 74.6%+17.1pp | 82.1%+9.6pp |
| Annual return | 15.16% | 17.98%-2.8pp | 5144.19%-5129.0pp | 478.82%-463.7pp |
| Employer contribution / active EE | $3,652 | $4,164-12.3% | $3,324+9.9% | $4,839-24.5% |
| Participant deferral / active EE | $8,241 | $5,675+45.2% | $4,615+78.6% | $6,342+29.9% |
| Admin fee / account holder | $62,765 | $9,534+558.3% | $7,494+737.5% | $12,315+409.7% |