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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 | $367,553 | $68,097+439.7% | $62,929+484.1% | $137,256+167.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 17.22% | 1859.11%-1841.9pp | 1063.93%-1046.7pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,899 | $2,811+3.1% | $2,505+15.7% | $4,156-30.2% |
| Participant deferral / active EE | $2,040 | $4,553-55.2% | $3,888-47.5% | $6,407-68.2% |
| Admin fee / account holder | $2,277 | $6,521-65.1% | $5,065-55.0% | $12,270-81.4% |