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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 | $354,309 | $152,592+132.2% | $125,180+183.0% | $152,885+131.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.24% | 54.84%-34.6pp | 43.79%-23.6pp | 345.39%-325.1pp |
| Employer contribution / active EE | $16,938 | $4,947+242.4% | $3,866+338.2% | $4,763+255.6% |
| Participant deferral / active EE | $16,140 | $5,868+175.0% | $4,937+226.9% | $5,851+175.9% |
| Admin fee / account holder | $155,373 | $13,435+1056.5% | $9,703+1501.3% | $11,598+1239.6% |