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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 | $271,170 | $88,754+205.5% | $81,820+231.4% | $145,877+85.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.62% | 1031.77%-1018.1pp | 777.93%-764.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $4,297 | $3,085+39.3% | $2,915+47.4% | $4,663-7.8% |
| Participant deferral / active EE | $7,350 | $4,648+58.2% | $4,323+70.0% | $6,691+9.9% |
| Admin fee / account holder | $33,311 | $8,424+295.5% | $7,391+350.7% | $13,402+148.6% |