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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 | $592,532 | $75,962+680.0% | $154,108+284.5% | $64,173+823.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 0.15% | 30.32%-30.2pp | 735.21%-735.1pp | 7.63%-7.5pp |
| Employer contribution / active EE | $22,150 | $3,350+561.2% | $5,298+318.1% | $2,381+830.4% |
| Participant deferral / active EE | $13,686 | $3,175+331.1% | $5,081+169.4% | $3,470+294.5% |
| Admin fee / account holder | $5,358 | $5,589-4.1% | $13,411-60.0% | $4,887+9.6% |