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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 | $453,127 | $95,383+375.1% | $185,837+143.8% | $85,856+427.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 21.15% | 23.59%-2.4pp | 122.08%-100.9pp | 318.58%-297.4pp |
| Employer contribution / active EE | $14,605 | $3,313+340.8% | $5,168+182.6% | $2,565+469.3% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,113 | $7,213-70.7% | $16,241-87.0% | $6,261-66.2% |