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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 | $267,760 | $114,093+134.7% | $96,171+178.4% | $167,536+59.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.57% | 190.00%-174.4pp | 192.04%-176.5pp | 478.82%-463.3pp |
| Employer contribution / active EE | $1,426 | $3,429-58.4% | $2,799-49.1% | $4,839-70.5% |
| Participant deferral / active EE | $1,914 | $5,197-63.2% | $4,350-56.0% | $6,342-69.8% |
| Admin fee / account holder | $35,526 | $6,899+414.9% | $5,538+541.5% | $12,315+188.5% |