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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 | $370,134 | $108,897+239.9% | $100,378+268.7% | $145,877+153.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 25.38% | 58.17%-32.8pp | 49.41%-24.0pp | 551.28%-525.9pp |
| Employer contribution / active EE | $1,361 | $4,420-69.2% | $3,942-65.5% | $4,663-70.8% |
| Participant deferral / active EE | $4,442 | $8,455-47.5% | $8,087-45.1% | $6,691-33.6% |
| Admin fee / account holder | $34,540 | $9,690+256.5% | $7,899+337.3% | $13,402+157.7% |