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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 | $330,163 | $105,960+211.6% | $81,726+304.0% | $158,982+107.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 37.44% | 38.19%-0.8pp | 29.49%+7.9pp | 302.99%-265.6pp |
| Employer contribution / active EE | $419,796 | $7,805+5278.7% | $4,311+9637.6% | $4,763+8714.0% |
| Participant deferral / active EE | $0 | $13,011-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,580 | $8,494-46.1% | $5,160-11.2% | $11,252-59.3% |