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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 | $347,364 | $63,342+448.4% | $92,235+276.6% | $70,131+395.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.91% | 530.15%-513.2pp | 176.28%-159.4pp | 73.14%-56.2pp |
| Employer contribution / active EE | $17,011 | $2,471+588.4% | $3,679+362.3% | $2,342+626.2% |
| Participant deferral / active EE | $6,199 | $2,854+117.2% | $3,897+59.1% | $3,332+86.1% |
| Admin fee / account holder | $43,114 | $3,840+1022.6% | $5,194+730.1% | $4,645+828.1% |