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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 | $563,399 | $124,351+353.1% | $109,188+416.0% | $167,553+236.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 21.00% | 26.04%-5.0pp | 25.76%-4.8pp | 478.89%-457.9pp |
| Employer contribution / active EE | $16,983 | $4,210+303.4% | $3,723+356.2% | $4,840+250.9% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $27,898 | $7,975+249.8% | $6,755+313.0% | $12,316+126.5% |