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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 | $273,356 | $75,832+260.5% | $147,617+85.2% | $59,633+358.4% |
| Participation rate | 94.3% | 71.6%+22.7pp | 84.6%+9.7pp | 68.7%+25.6pp |
| Annual return | 0.93% | 0.37%+0.6pp | 61.98%-61.1pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $14,692 | $3,485+321.6% | $5,564+164.0% | $2,203+567.0% |
| Participant deferral / active EE | $7,987 | $3,131+155.1% | $4,895+63.2% | $3,192+150.2% |
| Admin fee / account holder | $113,521 | $5,986+1796.6% | $11,612+877.7% | $4,297+2541.9% |