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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 | $514,598 | $165,912+210.2% | $122,342+320.6% | $147,585+248.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.58% | 34.55%-16.0pp | 30.28%-11.7pp | 578.57%-560.0pp |
| Employer contribution / active EE | $17,841 | $5,754+210.0% | $4,051+340.4% | $4,876+265.9% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12,938 | $7,424+74.3% | $5,478+136.2% | $10,885+18.9% |