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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 | $306,305 | $100,938+203.5% | $90,461+238.6% | $158,982+92.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.99% | 1727.20%-1711.2pp | 1294.76%-1278.8pp | 302.99%-287.0pp |
| Employer contribution / active EE | $32,143 | $3,691+770.7% | $3,264+884.8% | $4,763+574.9% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,958 | $6,510+114.4% | $5,617+148.5% | $11,252+24.1% |