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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 | $444,266 | $176,794+151.3% | $146,647+203.0% | $167,553+165.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.17% | 24.04%-14.9pp | 22.75%-13.6pp | 478.89%-469.7pp |
| Employer contribution / active EE | $20,526 | $5,161+297.7% | $4,137+396.2% | $4,840+324.1% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $969 | $13,262-92.7% | $10,281-90.6% | $12,316-92.1% |