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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 | $310,672 | $91,037+241.3% | $71,671+333.5% | $147,586+110.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 13.13% | 20.48%-7.3pp | 20.65%-7.5pp | 578.59%-565.5pp |
| Employer contribution / active EE | $5,169 | $3,327+55.4% | $2,460+110.2% | $4,876+6.0% |
| Participant deferral / active EE | $22,300 | $4,498+395.8% | $3,438+548.6% | $5,439+310.0% |
| Admin fee / account holder | $297,633 | $8,613+3355.8% | $5,558+5254.6% | $10,886+2634.1% |