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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 | $331,695 | $58,391+468.1% | $76,657+332.7% | $72,975+354.5% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 18.91% | 2306.65%-2287.7pp | 1166.74%-1147.8pp | 81.01%-62.1pp |
| Employer contribution / active EE | $8,947 | $1,787+400.8% | $2,303+288.6% | $2,440+266.7% |
| Participant deferral / active EE | $2,874 | $2,690+6.8% | $3,335-13.8% | $3,608-20.3% |
| Admin fee / account holder | $11,558 | $4,014+187.9% | $6,423+80.0% | $5,124+125.6% |