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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 | $823,082 | $127,298+546.6% | $109,916+648.8% | $167,553+391.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 8.07% | 22.97%-14.9pp | 29.46%-21.4pp | 478.89%-470.8pp |
| Employer contribution / active EE | $17,397 | $3,325+423.2% | $2,844+511.7% | $4,840+259.5% |
| Participant deferral / active EE | $13,841 | $4,513+206.7% | $4,047+242.0% | $6,343+118.2% |
| Admin fee / account holder | $72,975 | $7,119+925.0% | $6,069+1102.4% | $12,316+492.5% |