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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 | $357,102 | $180,749+97.6% | $160,784+122.1% | $137,256+160.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.47% | 2234.46%-2219.0pp | 1803.92%-1788.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $14,882 | $4,155+258.2% | $3,733+298.7% | $4,156+258.1% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,295 | $10,397-49.1% | $9,717-45.5% | $12,270-56.8% |