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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 | $290,284 | $62,592+363.8% | $85,709+238.7% | $85,847+238.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 54.86% | 23.77%+31.1pp | 21.49%+33.4pp | 318.61%-263.7pp |
| Employer contribution / active EE | $2,977 | $1,755+69.6% | $2,619+13.7% | $2,565+16.0% |
| Participant deferral / active EE | $16,253 | $2,802+480.0% | $3,924+314.2% | $3,952+311.2% |
| Admin fee / account holder | $53,500 | $4,643+1052.3% | $6,876+678.1% | $6,261+754.5% |