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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 | $399,532 | $232,540+71.8% | $185,117+115.8% | $147,586+170.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.69% | 43.03%-25.3pp | 40.50%-22.8pp | 578.59%-560.9pp |
| Employer contribution / active EE | $29,821 | $5,195+474.0% | $4,182+613.1% | $4,876+511.5% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,269 | $10,275-58.5% | $8,159-47.7% | $10,886-60.8% |