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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 | $409,776 | $165,939+146.9% | $122,354+234.9% | $147,586+177.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.17% | 34.56%-16.4pp | 30.28%-12.1pp | 578.59%-560.4pp |
| Employer contribution / active EE | $30,700 | $5,754+433.5% | $4,051+657.8% | $4,876+529.6% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $16,875 | $7,425+127.3% | $5,479+208.0% | $10,886+55.0% |