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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 | $493,323 | $232,540+112.1% | $185,117+166.5% | $147,586+234.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.69% | 43.03%-26.3pp | 40.50%-23.8pp | 578.59%-561.9pp |
| Employer contribution / active EE | $1,250 | $5,195-75.9% | $4,182-70.1% | $4,876-74.4% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $17,908 | $10,275+74.3% | $8,159+119.5% | $10,886+64.5% |