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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 | $324,079 | $162,821+99.0% | $133,978+141.9% | $158,982+103.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 125.64% | 41.95%+83.7pp | 45.10%+80.5pp | 302.99%-177.3pp |
| Employer contribution / active EE | $15,777 | $4,976+217.0% | $3,919+302.6% | $4,763+231.2% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,272 | $11,742-46.6% | $8,930-29.8% | $11,252-44.3% |