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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 | $475,880 | $107,368+343.2% | $92,915+412.2% | $152,909+211.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.17% | 145.64%-129.5pp | 109.45%-93.3pp | 345.46%-329.3pp |
| Employer contribution / active EE | $34,400 | $4,222+714.7% | $3,653+841.6% | $4,764+622.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $68,533 | $7,082+867.7% | $5,796+1082.5% | $11,601+490.8% |