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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 | $72,071+412.2% | $68,368+440.0% | $137,256+169.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.88% | 353.14%-330.3pp | 292.57%-269.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $16,072 | $2,788+476.5% | $2,649+506.8% | $4,156+286.7% |
| Participant deferral / active EE | $9,153 | $4,410+107.5% | $4,123+122.0% | $6,407+42.9% |
| Admin fee / account holder | $1,463,354 | $5,336+27326.5% | $5,150+28315.7% | $12,270+11826.1% |