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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 | $423,654 | $152,592+177.6% | $125,180+238.4% | $152,885+177.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 11.29% | 54.84%-43.5pp | 43.79%-32.5pp | 345.39%-334.1pp |
| Employer contribution / active EE | $19,149 | $4,947+287.1% | $3,866+395.3% | $4,763+302.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $39,947 | $13,435+197.3% | $9,703+311.7% | $11,598+244.4% |