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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 | $645,927 | $176,402+266.2% | $134,162+381.5% | $158,982+306.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 3.44% | 63.66%-60.2pp | 36.35%-32.9pp | 302.99%-299.5pp |
| Employer contribution / active EE | $37,027 | $5,042+634.3% | $3,705+899.4% | $4,763+677.4% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,827 | $8,719-79.1% | $6,685-72.7% | $11,252-83.8% |