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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 | $265,756 | $99,011+168.4% | $86,582+206.9% | $147,586+80.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.45% | 1312.75%-1297.3pp | 965.08%-949.6pp | 578.59%-563.1pp |
| Employer contribution / active EE | $9,176 | $3,132+192.9% | $2,839+223.1% | $4,876+88.2% |
| Participant deferral / active EE | $14,784 | $3,972+272.2% | $3,609+309.7% | $5,439+171.8% |
| Admin fee / account holder | $116,405 | $5,709+1939.0% | $4,904+2273.6% | $10,886+969.3% |