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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 | $347,021 | $105,200+229.9% | $159,474+117.6% | $85,847+304.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 23.21% | 45.08%-21.9pp | 263.68%-240.5pp | 318.61%-295.4pp |
| Employer contribution / active EE | $10,307 | $3,319+210.6% | $4,831+113.4% | $2,565+301.8% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $30,012 | $6,934+332.8% | $10,802+177.8% | $6,261+379.4% |