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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 | $457,325 | $118,708+285.3% | $98,920+362.3% | $158,966+187.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.97% | 372.49%-357.5pp | 196.47%-181.5pp | 302.95%-288.0pp |
| Employer contribution / active EE | $9,063 | $3,334+171.8% | $2,689+237.0% | $4,762+90.3% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,235 | $10,134+30.6% | $6,643+99.2% | $11,250+17.6% |