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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 | $403,981 | $65,440+517.3% | $98,506+310.1% | $85,851+370.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 25.78% | 21.75%+4.0pp | 1494.92%-1469.1pp | 318.63%-292.9pp |
| Employer contribution / active EE | $1,894 | $2,169-12.7% | $2,961-36.0% | $2,565-26.2% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,277-100.0% | $3,952-100.0% |
| Admin fee / account holder | $11,116 | $4,596+141.9% | $5,955+86.7% | $6,261+77.5% |