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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 | $295,033 | $105,210+180.4% | $159,487+85.0% | $85,851+243.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 42.51% | 45.08%-2.6pp | 263.71%-221.2pp | 318.63%-276.1pp |
| Employer contribution / active EE | $10,877 | $3,319+227.7% | $4,831+125.1% | $2,565+324.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $44,172 | $6,934+537.0% | $10,804+308.9% | $6,261+605.5% |