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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 | $263,440 | $90,489+191.1% | $76,051+246.4% | $145,978+80.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.27% | 622.78%-611.5pp | 360.42%-349.1pp | 550.52%-539.2pp |
| Employer contribution / active EE | $8,056 | $3,319+142.7% | $2,690+199.5% | $4,662+72.8% |
| Participant deferral / active EE | $14,971 | $5,164+189.9% | $4,257+251.7% | $6,690+123.8% |
| Admin fee / account holder | $90,205 | $8,374+977.2% | $6,416+1305.9% | $13,400+573.2% |