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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 | $533,571 | $118,869+348.9% | $96,575+452.5% | $167,518+218.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.16% | 50.49%-34.3pp | 37.79%-21.6pp | 478.71%-462.5pp |
| Employer contribution / active EE | $17,128 | $3,120+449.0% | $2,357+626.7% | $4,838+254.0% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,473 | $8,067-69.4% | $6,182-60.0% | $12,312-79.9% |