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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 | $261,285 | $58,927+343.4% | $76,823+240.1% | $72,983+258.0% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 20.12% | 2305.64%-2285.5pp | 1166.42%-1146.3pp | 81.01%-60.9pp |
| Employer contribution / active EE | $3,547 | $1,787+98.5% | $2,302+54.1% | $2,440+45.4% |
| Participant deferral / active EE | $8,412 | $2,690+212.7% | $3,336+152.2% | $3,608+133.2% |
| Admin fee / account holder | $8,320 | $4,013+107.3% | $6,422+29.6% | $5,124+62.4% |