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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 | $553,383 | $162,821+239.9% | $133,978+313.0% | $158,982+248.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.36% | 41.95%-23.6pp | 45.10%-26.7pp | 302.99%-284.6pp |
| Employer contribution / active EE | $29,284 | $4,976+488.5% | $3,919+647.2% | $4,763+514.8% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,465 | $11,742+14.7% | $8,930+50.8% | $11,252+19.7% |