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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 | $344,623 | $104,937+228.4% | $84,628+307.2% | $152,897+125.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.00% | 373.88%-355.9pp | 258.80%-240.8pp | 345.43%-327.4pp |
| Employer contribution / active EE | $18,170 | $3,303+450.1% | $2,653+584.9% | $4,764+281.4% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $18,821 | $6,243+201.5% | $4,914+283.0% | $11,599+62.3% |