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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 | $476,703 | $83,337+472.0% | $67,834+602.8% | $273,972+74.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 4.35% | 259.45%-255.1pp | 138.47%-134.1pp | 41.46%-37.1pp |
| Employer contribution / active EE | $18,541 | $3,287+464.0% | $2,403+671.5% | $4,869+280.8% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,073 | $6,752-39.7% | $4,622-11.9% | $10,133-59.8% |