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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 | $301,643 | $88,702+240.1% | $81,780+268.8% | $145,978+106.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.10% | 1029.12%-1010.0pp | 776.27%-757.2pp | 550.52%-531.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,270 | $4,645+228.7% | $4,321+253.4% | $6,690+128.3% |
| Admin fee / account holder | $21,215 | $8,414+152.1% | $7,384+187.3% | $13,400+58.3% |