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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 | $550,514 | $116,203+373.8% | $93,621+488.0% | $152,897+260.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 28.11% | 35.96%-7.9pp | 32.76%-4.7pp | 345.43%-317.3pp |
| Employer contribution / active EE | $16,365 | $3,219+408.4% | $2,719+501.9% | $4,764+243.5% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $450 | $10,751-95.8% | $7,890-94.3% | $11,599-96.1% |