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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 | $256,637 | $97,732+162.6% | $83,831+206.1% | $135,380+89.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 7.26% | 1287.56%-1280.3pp | 850.99%-843.7pp | 519.81%-512.5pp |
| Employer contribution / active EE | $18,079 | $4,222+328.2% | $3,631+397.9% | $4,779+278.3% |
| Participant deferral / active EE | $1,857 | $4,683-60.3% | $4,082-54.5% | $5,609-66.9% |
| Admin fee / account holder | $6,257 | $6,675-6.3% | $5,479+14.2% | $10,828-42.2% |