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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 | $322,880 | $65,575+392.4% | $86,209+274.5% | $75,181+329.5% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 25.90% | 46.07%-20.2pp | 1169.05%-1143.2pp | 160.69%-134.8pp |
| Employer contribution / active EE | $13,411 | $1,553+763.4% | $2,381+463.2% | $2,671+402.2% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,687 | $5,470+131.9% | $6,853+85.1% | $5,650+124.6% |