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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 | $400,047 | $160,040+150.0% | $147,096+172.0% | $145,877+174.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.48% | 98.49%-87.0pp | 419.75%-408.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $13,224 | $5,289+150.0% | $4,936+167.9% | $4,663+183.6% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,731 | $15,050-75.2% | $13,005-71.3% | $13,402-72.2% |