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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 | $355,072 | $133,981+165.0% | $112,249+216.3% | $134,532+163.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 1.04% | 47.16%-46.1pp | 27.48%-26.4pp | 418.27%-417.2pp |
| Employer contribution / active EE | $3,228 | $4,040-20.1% | $3,636-11.2% | $4,741-31.9% |
| Participant deferral / active EE | $3,212 | $5,292-39.3% | $4,729-32.1% | $6,401-49.8% |
| Admin fee / account holder | $143,512 | $7,492+1815.6% | $6,412+2138.1% | $11,429+1155.7% |