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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 | $360,570 | $109,872+228.2% | $98,483+266.1% | $167,536+115.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.26% | 1959.31%-1945.1pp | 1494.38%-1480.1pp | 478.82%-464.6pp |
| Employer contribution / active EE | $581 | $3,225-82.0% | $2,961-80.4% | $4,839-88.0% |
| Participant deferral / active EE | $11,120 | $4,673+137.9% | $4,276+160.0% | $6,342+75.3% |
| Admin fee / account holder | $6,397 | $6,757-5.3% | $5,953+7.5% | $12,315-48.1% |