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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 | $99,031+168.4% | $86,597+206.9% | $147,585+80.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.45% | 1312.56%-1297.1pp | 964.96%-949.5pp | 578.57%-563.1pp |
| Employer contribution / active EE | $9,176 | $3,132+192.9% | $2,840+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 | $5,711+1938.4% | $4,906+2272.8% | $10,885+969.4% |