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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 | $403,001 | $109,908+266.7% | $97,161+314.8% | $145,978+176.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.98% | 243.80%-228.8pp | 75.36%-60.4pp | 550.52%-535.5pp |
| Employer contribution / active EE | $23,000 | $3,077+647.4% | $2,723+744.5% | $4,662+393.4% |
| Participant deferral / active EE | $23,000 | $4,679+391.6% | $4,265+439.2% | $6,690+243.8% |
| Admin fee / account holder | $2,729 | $6,213-56.1% | $5,647-51.7% | $13,400-79.6% |