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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 | $345,696 | $108,701+218.0% | $74,723+362.6% | $152,909+126.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 17.85% | 114.12%-96.3pp | 753.18%-735.3pp | 345.46%-327.6pp |
| Employer contribution / active EE | $21,303 | $1,504+1316.2% | $1,084+1864.9% | $4,764+347.2% |
| Participant deferral / active EE | $9,286 | $2,709+242.8% | $1,962+373.4% | $5,851+58.7% |
| Admin fee / account holder | $5,172 | $4,906+5.4% | $3,335+55.1% | $11,601-55.4% |