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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 | $369,155 | $157,829+133.9% | $136,867+169.7% | $198,609+85.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 22.88% | 51.25%-28.4pp | 42.97%-20.1pp | 202.70%-179.8pp |
| Employer contribution / active EE | $16,072 | $3,923+309.7% | $3,547+353.1% | $5,055+217.9% |
| Participant deferral / active EE | $9,153 | $5,463+67.5% | $4,924+85.9% | $6,977+31.2% |
| Admin fee / account holder | $1,463,354 | $11,107+13074.8% | $10,340+14052.1% | $19,030+7589.6% |