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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 | $581,597 | $133,981+334.1% | $112,249+418.1% | $134,532+332.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 2.09% | 47.16%-45.1pp | 27.48%-25.4pp | 418.27%-416.2pp |
| Employer contribution / active EE | $11,667 | $4,040+188.8% | $3,636+220.9% | $4,741+146.1% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $30,000 | $7,492+300.4% | $6,412+367.8% | $11,429+162.5% |