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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 | $408,736 | $93,345+337.9% | $119,126+243.1% | $87,485+367.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 17.24% | 19.08%-1.8pp | 282.11%-264.9pp | 26.06%-8.8pp |
| Employer contribution / active EE | $18,336 | $3,172+478.1% | $4,034+354.6% | $2,596+606.3% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $10,640 | $8,039+32.4% | $10,693-0.5% | $7,775+36.8% |