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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 | $600,607 | $129,737+362.9% | $119,126+404.2% | $154,746+288.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.32% | 379.08%-366.8pp | 282.11%-269.8pp | 172.34%-160.0pp |
| Employer contribution / active EE | $14,286 | $4,375+226.5% | $4,034+254.2% | $4,379+226.2% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,308 | $11,961-72.3% | $10,693-69.1% | $14,365-77.0% |