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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 | $270,733 | $72,426+273.8% | $67,560+300.7% | $145,897+85.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.16% | 7226.78%-7210.6pp | 3533.50%-3517.3pp | 552.29%-536.1pp |
| Employer contribution / active EE | $11,097 | $3,074+261.0% | $2,737+305.5% | $4,663+138.0% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $22,555 | $5,514+309.1% | $3,994+464.7% | $13,390+68.4% |