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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 | $479,288 | $124,351+285.4% | $109,188+339.0% | $167,553+186.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.87% | 26.04%-11.2pp | 25.76%-10.9pp | 478.89%-464.0pp |
| Employer contribution / active EE | $20,438 | $4,210+385.5% | $3,723+448.9% | $4,840+322.3% |
| Participant deferral / active EE | $6,946 | $5,257+32.1% | $4,654+49.2% | $6,343+9.5% |
| Admin fee / account holder | $110,328 | $7,975+1283.4% | $6,755+1533.2% | $12,316+795.8% |