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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 | $316,029 | $72,177+337.9% | $115,038+174.7% | $59,633+430.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 84.69% | 12.02%+72.7pp | 26.14%+58.5pp | 2041.45%-1956.8pp |
| Employer contribution / active EE | $13,613 | $2,841+379.1% | $4,608+195.4% | $2,203+518.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,301 | $4,927+48.2% | $8,175-10.7% | $4,297+69.9% |