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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 | $490,647 | $232,540+111.0% | $185,117+165.0% | $147,585+232.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.73% | 43.03%-30.3pp | 40.50%-27.8pp | 578.57%-565.8pp |
| Employer contribution / active EE | $23,489 | $5,195+352.1% | $4,182+461.7% | $4,876+381.7% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $16,546 | $10,275+61.0% | $8,159+102.8% | $10,885+52.0% |