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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 | $381,536 | $104,937+263.6% | $84,628+350.8% | $152,897+149.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 24.91% | 373.88%-349.0pp | 258.80%-233.9pp | 345.43%-320.5pp |
| Employer contribution / active EE | $10,669 | $3,303+223.0% | $2,653+302.1% | $4,764+124.0% |
| Participant deferral / active EE | $10,173 | $4,690+116.9% | $3,900+160.9% | $5,851+73.9% |
| Admin fee / account holder | $129,563 | $6,243+1975.2% | $4,914+2536.7% | $11,599+1017.0% |