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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 | $508,423 | $124,336+308.9% | $111,303+356.8% | $167,518+203.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.60% | 37.45%-18.8pp | 54.66%-36.1pp | 478.71%-460.1pp |
| Employer contribution / active EE | $3,750 | $3,436+9.1% | $2,731+37.3% | $4,838-22.5% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $17,394 | $10,623+63.7% | $7,966+118.4% | $12,312+41.3% |