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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 | $280,742 | $57,312+389.9% | $86,617+224.1% | $75,181+273.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.43% | 2672.78%-2654.4pp | 591.91%-573.5pp | 160.69%-142.3pp |
| Employer contribution / active EE | $32,852 | $2,315+1318.8% | $3,023+986.6% | $2,671+1130.2% |
| Participant deferral / active EE | $3,866 | $3,319+16.5% | $4,437-12.9% | $4,126-6.3% |
| Admin fee / account holder | $2,889 | $4,114-29.8% | $5,613-48.5% | $5,650-48.9% |