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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 | $568,370 | $102,382+455.1% | $147,005+286.6% | $80,874+602.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 32.47% | 134.89%-102.4pp | 418.76%-386.3pp | 35.62%-3.1pp |
| Employer contribution / active EE | $21,429 | $3,715+476.8% | $4,934+334.3% | $2,756+677.6% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,169 | $7,942-85.3% | $13,006-91.0% | $6,935-83.1% |