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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 | $334,496 | $110,093+203.8% | $97,295+243.8% | $145,897+129.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.97% | 244.76%-236.8pp | 75.62%-67.6pp | 552.29%-544.3pp |
| Employer contribution / active EE | $17,908 | $3,077+482.0% | $2,723+557.7% | $4,663+284.1% |
| Participant deferral / active EE | $6,480 | $4,678+38.5% | $4,264+52.0% | $6,689-3.1% |
| Admin fee / account holder | $10,517 | $6,212+69.3% | $5,646+86.3% | $13,390-21.5% |