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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 | $353,714 | $91,537+286.4% | $130,045+172.0% | $75,173+370.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 13.92% | -631.55%+645.5pp | -137.30%+151.2pp | 160.72%-146.8pp |
| Employer contribution / active EE | $5,737 | $2,845+101.7% | $4,321+32.8% | $2,671+114.8% |
| Participant deferral / active EE | $13,203 | $4,343+204.0% | $5,820+126.9% | $4,126+220.0% |
| Admin fee / account holder | $52,541 | $6,780+675.0% | $10,600+395.6% | $5,651+829.8% |