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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 | $352,546 | $99,652+253.8% | $78,778+347.5% | $147,586+138.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.30% | 47.28%-36.0pp | 35.62%-24.3pp | 578.59%-567.3pp |
| Employer contribution / active EE | $17,759 | $2,796+535.2% | $1,986+794.4% | $4,876+264.2% |
| Participant deferral / active EE | $7,593 | $3,664+107.3% | $2,958+156.7% | $5,439+39.6% |
| Admin fee / account holder | $215,093 | $7,155+2906.1% | $5,134+4089.7% | $10,886+1875.9% |