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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 | $473,432 | $82,324+475.1% | $68,803+588.1% | $134,545+251.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 35.27% | -2.17%+37.4pp | -6.37%+41.6pp | 418.37%-383.1pp |
| Employer contribution / active EE | $15,678 | $3,302+374.9% | $2,656+490.3% | $4,742+230.6% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,089 | $6,485+86.4% | $4,936+144.9% | $11,431+5.8% |