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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 | $569,139 | $101,795+459.1% | $165,100+244.7% | $80,959+603.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 66.14% | 16.73%+49.4pp | 70.21%-4.1pp | 35.67%+30.5pp |
| Employer contribution / active EE | $9,946 | $2,954+236.7% | $4,348+128.8% | $2,757+260.7% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,761 | $8,221-29.9% | $12,696-54.6% | $6,925-16.8% |