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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 | $270,629 | $97,732+176.9% | $83,831+222.8% | $135,380+99.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 8.02% | 1287.56%-1279.5pp | 850.99%-843.0pp | 519.81%-511.8pp |
| Employer contribution / active EE | $7,500 | $4,222+77.6% | $3,631+106.5% | $4,779+56.9% |
| Participant deferral / active EE | $3,717 | $4,683-20.6% | $4,082-8.9% | $5,609-33.7% |
| Admin fee / account holder | $1,764 | $6,675-73.6% | $5,479-67.8% | $10,828-83.7% |