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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 | $350,742 | $183,539+91.1% | $155,556+125.5% | $145,897+140.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 63.69% | 61.31%+2.4pp | 64.84%-1.2pp | 552.29%-488.6pp |
| Employer contribution / active EE | $2,140 | $5,315-59.7% | $4,675-54.2% | $4,663-54.1% |
| Participant deferral / active EE | $9,125 | $6,467+41.1% | $5,631+62.1% | $6,689+36.4% |
| Admin fee / account holder | $199,863 | $19,275+936.9% | $15,885+1158.2% | $13,390+1392.6% |