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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 | $532,656 | $124,314+328.5% | $109,163+387.9% | $167,518+218.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.94% | 26.04%-14.1pp | 25.75%-13.8pp | 478.71%-466.8pp |
| Employer contribution / active EE | $33,986 | $4,209+707.5% | $3,723+813.0% | $4,838+602.4% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $19,712 | $7,973+147.2% | $6,754+191.9% | $12,312+60.1% |