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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 | $253,340 | $109,344+131.7% | $89,400+183.4% | $158,950+59.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.47% | 345.73%-335.3pp | 245.64%-235.2pp | 302.91%-292.4pp |
| Employer contribution / active EE | $8,931 | $3,170+181.7% | $2,586+245.4% | $4,762+87.5% |
| Participant deferral / active EE | $5,699 | $4,599+23.9% | $3,890+46.5% | $5,983-4.7% |
| Admin fee / account holder | $228,898 | $6,154+3619.6% | $4,882+4588.7% | $11,248+1935.0% |