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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 | $532,431 | $152,612+248.9% | $125,192+325.3% | $152,897+248.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.08% | 54.85%-35.8pp | 43.79%-24.7pp | 345.43%-326.3pp |
| Employer contribution / active EE | $22,922 | $4,947+363.3% | $3,866+492.9% | $4,764+381.2% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,898 | $13,437-78.4% | $9,704-70.1% | $11,599-75.0% |