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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 | $437,476 | $197,594+121.4% | $177,822+146.0% | $158,931+175.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.00% | 58.76%-38.8pp | 48.32%-28.3pp | 302.86%-282.9pp |
| Employer contribution / active EE | $31,773 | $6,697+374.4% | $5,918+436.9% | $4,761+567.3% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $68,763 | $15,400+346.5% | $12,428+453.3% | $11,247+511.4% |