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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 | $452,876 | $73,955+512.4% | $96,520+369.2% | $75,181+502.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 107.18% | 26.72%+80.5pp | 35.72%+71.5pp | 160.69%-53.5pp |
| Employer contribution / active EE | $18,587 | $2,930+534.4% | $3,739+397.2% | $2,671+596.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,059 | $5,217-22.2% | $6,733-39.7% | $5,650-28.2% |