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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 | $402,726 | $109,967+266.2% | $97,197+314.3% | $145,877+176.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.44% | 244.27%-235.8pp | 75.47%-67.0pp | 551.28%-542.8pp |
| Employer contribution / active EE | $1,695 | $3,077-44.9% | $2,723-37.8% | $4,663-63.7% |
| Participant deferral / active EE | $18,750 | $4,676+301.0% | $4,263+339.8% | $6,691+180.2% |
| Admin fee / account holder | $217,293 | $6,199+3405.3% | $5,637+3754.6% | $13,402+1521.3% |