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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 | $267,959 | $72,426+270.0% | $67,560+296.6% | $145,897+83.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 29.88% | 7226.78%-7196.9pp | 3533.50%-3503.6pp | 552.29%-522.4pp |
| Employer contribution / active EE | $23,707 | $3,074+671.1% | $2,737+766.3% | $4,663+408.4% |
| Participant deferral / active EE | $12,942 | $4,785+170.5% | $4,004+223.2% | $6,689+93.5% |
| Admin fee / account holder | $1,279 | $5,514-76.8% | $3,994-68.0% | $13,390-90.4% |