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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 | $276,100 | $58,275+373.8% | $81,844+237.3% | $80,935+241.1% |
| Participation rate | 82.4% | 63.5%+18.9pp | 72.4%+10.0pp | 67.7%+14.7pp |
| Annual return | 14.46% | 41.82%-27.4pp | 778.87%-764.4pp | 35.66%-21.2pp |
| Employer contribution / active EE | $10,559 | $2,346+350.1% | $2,916+262.0% | $2,757+283.0% |
| Participant deferral / active EE | $10,609 | $3,285+222.9% | $4,323+145.4% | $4,299+146.8% |
| Admin fee / account holder | $36,581 | $4,749+670.3% | $7,355+397.3% | $6,924+428.3% |