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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 | $294,054 | $99,031+196.9% | $86,597+239.6% | $147,585+99.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.08% | 1312.56%-1300.5pp | 964.96%-952.9pp | 578.57%-566.5pp |
| Employer contribution / active EE | $24,031 | $3,132+667.2% | $2,840+746.3% | $4,876+392.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $525 | $5,711-90.8% | $4,906-89.3% | $10,885-95.2% |