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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 | $396,232 | $111,814+254.4% | $93,654+323.1% | $145,959+171.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.21% | 203.30%-195.1pp | 133.34%-125.1pp | 561.95%-553.7pp |
| Employer contribution / active EE | $5,472 | $3,092+77.0% | $2,421+126.0% | $4,661+17.4% |
| Participant deferral / active EE | $30,500 | $4,914+520.6% | $4,413+591.2% | $6,689+356.0% |
| Admin fee / account holder | $819,889 | $10,246+7901.7% | $8,282+9799.3% | $13,398+6019.6% |