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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 | $589,694 | $91,559+544.1% | $133,978+340.1% | $79,856+638.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 19.88% | 61.85%-42.0pp | 45.10%-25.2pp | 31.71%-11.8pp |
| Employer contribution / active EE | $10,946 | $2,384+359.2% | $3,919+179.3% | $2,471+342.9% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $22,706 | $6,321+259.2% | $8,930+154.3% | $5,306+327.9% |