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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 | $356,553 | $101,798+250.3% | $165,071+116.0% | $80,935+340.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 80.90% | 16.73%+64.2pp | 70.17%+10.7pp | 35.66%+45.2pp |
| Employer contribution / active EE | $27,797 | $2,954+840.9% | $4,347+539.4% | $2,757+908.4% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $17,063 | $8,221+107.5% | $12,695+34.4% | $6,924+146.4% |