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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 | $288,033 | $125,184+130.1% | $105,607+172.7% | $145,884+97.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.43% | 225.00%-216.6pp | 116.11%-107.7pp | 551.85%-543.4pp |
| Employer contribution / active EE | $8,634 | $3,720+132.1% | $3,167+172.6% | $4,662+85.2% |
| Participant deferral / active EE | $7,842 | $5,714+37.2% | $5,011+56.5% | $6,690+17.2% |
| Admin fee / account holder | $50,065 | $17,133+192.2% | $10,958+356.9% | $13,392+273.8% |