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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 | $276,004 | $138,075+99.9% | $123,552+123.4% | $135,379+103.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 8.67% | 153.70%-145.0pp | 119.20%-110.5pp | 519.79%-511.1pp |
| Employer contribution / active EE | $2,775 | $5,152-46.1% | $4,628-40.0% | $4,779-41.9% |
| Participant deferral / active EE | $4,149 | $6,800-39.0% | $6,426-35.4% | $5,609-26.0% |
| Admin fee / account holder | $30,175 | $10,917+176.4% | $9,285+225.0% | $10,828+178.7% |