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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 | $329,734 | $129,737+154.2% | $119,126+176.8% | $154,746+113.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.36% | 379.08%-363.7pp | 282.11%-266.7pp | 172.34%-157.0pp |
| Employer contribution / active EE | $37,677 | $4,375+761.2% | $4,034+834.1% | $4,379+760.4% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $90,489 | $11,961+656.5% | $10,693+746.2% | $14,365+529.9% |