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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 | $308,980 | $96,419+220.5% | $80,648+283.1% | $139,487+121.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.11% | 1352.86%-1339.7pp | 937.21%-924.1pp | 373.84%-360.7pp |
| Employer contribution / active EE | $1,723 | $3,261-47.2% | $2,724-36.7% | $4,755-63.8% |
| Participant deferral / active EE | $17,304 | $5,225+231.2% | $4,443+289.4% | $6,713+157.8% |
| Admin fee / account holder | $92,201 | $6,605+1296.0% | $5,382+1613.2% | $11,407+708.3% |