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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 | $320,315 | $166,131+92.8% | $164,975+94.2% | $145,877+119.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.19% | 100.37%-81.2pp | 70.12%-50.9pp | 551.28%-532.1pp |
| Employer contribution / active EE | $20,496 | $5,276+288.5% | $4,343+372.0% | $4,663+339.6% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,366 | $16,648-73.8% | $12,688-65.6% | $13,402-67.4% |