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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 | $310,120 | $85,171+264.1% | $172,753+79.5% | $72,976+325.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.75% | 27.32%-5.6pp | 803.00%-781.3pp | 81.02%-59.3pp |
| Employer contribution / active EE | $15,350 | $3,324+361.8% | $5,144+198.4% | $2,440+529.1% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $563 | $5,880-90.4% | $13,956-96.0% | $5,124-89.0% |