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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 | $308,222 | $54,380+466.8% | $68,509+349.9% | $59,633+416.9% |
| Participation rate | 75.6% | 70.2%+5.4pp | 74.7%+0.9pp | 68.7%+6.9pp |
| Annual return | 62.28% | 2.83%+59.4pp | 8.27%+54.0pp | 2041.45%-1979.2pp |
| Employer contribution / active EE | $14,833 | $1,539+864.1% | $2,278+551.2% | $2,203+573.4% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,740 | $3,885+99.2% | $5,275+46.7% | $4,297+80.1% |