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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 | $334,148 | $96,388+246.7% | $80,627+314.4% | $139,466+139.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.73% | 1352.08%-1332.3pp | 936.76%-917.0pp | 373.66%-353.9pp |
| Employer contribution / active EE | $6,887 | $3,260+111.3% | $2,723+153.0% | $4,754+44.9% |
| Participant deferral / active EE | $6,565 | $5,224+25.7% | $4,443+47.8% | $6,712-2.2% |
| Admin fee / account holder | $3,400 | $6,603-48.5% | $5,381-36.8% | $11,409-70.2% |