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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 | $442,071 | $98,760+347.6% | $149,715+195.3% | $79,858+453.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.95% | 27.43%-5.5pp | 276.66%-254.7pp | 31.72%-9.8pp |
| Employer contribution / active EE | $11,793 | $3,217+266.6% | $4,645+153.9% | $2,471+377.3% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $11,799 | $6,053+94.9% | $9,310+26.7% | $5,306+122.4% |