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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 | $251,210 | $104,479+140.4% | $159,474+57.5% | $79,391+216.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 36.17% | 67.98%-31.8pp | 263.68%-227.5pp | 116.88%-80.7pp |
| Employer contribution / active EE | $11,527 | $3,417+237.3% | $4,831+138.6% | $2,428+374.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1,799 | $711+152.9% | $10,802-83.3% | $627+187.1% |