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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 | $350,003 | $152,619+129.3% | $125,195+179.6% | $152,909+128.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 12.93% | 54.85%-41.9pp | 43.79%-30.9pp | 345.46%-332.5pp |
| Employer contribution / active EE | $7,400 | $4,947+49.6% | $3,866+91.4% | $4,764+55.3% |
| Participant deferral / active EE | $12,408 | $5,869+111.4% | $4,937+151.3% | $5,851+112.1% |
| Admin fee / account holder | $621,770 | $13,437+4527.1% | $9,704+6307.3% | $11,601+5259.8% |