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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 | $513,628 | $66,402+673.5% | $109,907+367.3% | $85,847+498.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 55.73% | 19.59%+36.1pp | 29.46%+26.3pp | 318.61%-262.9pp |
| Employer contribution / active EE | $16,709 | $1,687+890.4% | $2,844+487.6% | $2,565+551.4% |
| Participant deferral / active EE | $0 | $2,842-100.0% | $4,047-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,535 | $4,557+65.3% | $6,069+24.2% | $6,261+20.4% |