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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 | $304,989 | $154,159+97.8% | $130,026+134.6% | $139,456+118.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 28.73% | 32.50%-3.8pp | -137.26%+166.0pp | 373.45%-344.7pp |
| Employer contribution / active EE | $17,807 | $5,292+236.5% | $4,321+312.1% | $4,753+274.7% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $15,263 | $14,001+9.0% | $10,608+43.9% | $11,407+33.8% |