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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 | $383,992 | $112,131+242.4% | $95,964+300.1% | $158,982+141.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.82% | 171.19%-163.4pp | 91.64%-83.8pp | 302.99%-295.2pp |
| Employer contribution / active EE | $17,494 | $3,199+446.9% | $2,541+588.4% | $4,763+267.3% |
| Participant deferral / active EE | $4,625 | $4,784-3.3% | $4,167+11.0% | $5,983-22.7% |
| Admin fee / account holder | $1,471 | $10,136-85.5% | $6,797-78.4% | $11,252-86.9% |