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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 | $351,134 | $96,388+264.3% | $80,627+335.5% | $139,466+151.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.56% | 1352.08%-1332.5pp | 936.76%-917.2pp | 373.66%-354.1pp |
| Employer contribution / active EE | $2,348 | $3,260-28.0% | $2,723-13.7% | $4,754-50.6% |
| Participant deferral / active EE | $10,476 | $5,224+100.5% | $4,443+135.8% | $6,712+56.1% |
| Admin fee / account holder | $3,423 | $6,603-48.2% | $5,381-36.4% | $11,409-70.0% |