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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 | $565,889 | $103,393+447.3% | $87,103+549.7% | $152,909+270.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 21.97% | 28.10%-6.1pp | 28.19%-6.2pp | 345.46%-323.5pp |
| Employer contribution / active EE | $4,163 | $3,221+29.3% | $2,521+65.1% | $4,764-12.6% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $19,232 | $12,195+57.7% | $7,491+156.7% | $11,601+65.8% |