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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 | $322,120 | $102,595+214.0% | $94,057+242.5% | $154,746+108.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.78% | 583.42%-570.6pp | 480.62%-467.8pp | 172.34%-159.6pp |
| Employer contribution / active EE | $15,675 | $3,147+398.0% | $2,933+434.4% | $4,379+257.9% |
| Participant deferral / active EE | $2,305 | $5,118-55.0% | $4,709-51.0% | $6,730-65.7% |
| Admin fee / account holder | $57,831 | $7,736+647.6% | $7,244+698.3% | $14,365+302.6% |