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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 | $102,595+259.8% | $94,057+292.5% | $154,746+138.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 22.88% | 583.42%-560.5pp | 480.62%-457.7pp | 172.34%-149.5pp |
| Employer contribution / active EE | $16,072 | $3,147+410.7% | $2,933+448.0% | $4,379+267.0% |
| Participant deferral / active EE | $9,153 | $5,118+78.8% | $4,709+94.4% | $6,730+36.0% |
| Admin fee / account holder | $1,463,354 | $7,736+18816.3% | $7,244+20099.6% | $14,365+10086.8% |