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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 | $272,017 | $96,643+181.5% | $86,617+214.0% | $139,456+95.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.33% | 106.57%-83.2pp | 591.91%-568.6pp | 373.45%-350.1pp |
| Employer contribution / active EE | $2,095 | $3,264-35.8% | $3,023-30.7% | $4,753-55.9% |
| Participant deferral / active EE | $7,905 | $4,835+63.5% | $4,437+78.2% | $6,711+17.8% |
| Admin fee / account holder | $148,467 | $6,406+2217.6% | $5,613+2545.2% | $11,407+1201.5% |