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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 | $432,550 | $67,823+537.8% | $52,425+725.1% | $137,256+215.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 12.27% | 219.11%-206.8pp | 302.12%-289.9pp | 220.34%-208.1pp |
| Employer contribution / active EE | $19,356 | $1,163+1564.4% | $914+2017.2% | $4,156+365.7% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,616 | $2,844+132.6% | $2,495+165.2% | $12,270-46.1% |