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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 | $268,948 | $148,582+81.0% | $135,942+97.8% | $139,456+92.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.82% | 79.26%-66.4pp | 68.28%-55.5pp | 373.45%-360.6pp |
| Employer contribution / active EE | $2,590 | $5,245-50.6% | $4,858-46.7% | $4,753-45.5% |
| Participant deferral / active EE | $7,750 | $8,101-4.3% | $7,759-0.1% | $6,711+15.5% |
| Admin fee / account holder | $152,635 | $12,402+1130.7% | $10,764+1318.0% | $11,407+1238.1% |